Financial Wellness Center
Plan Details for Tamalpais Union High School District, Larkspur CA
Current Status: Active
Participating Investment Providers
Investment Types:
Fixed Annuity (F)
Fixed Index Annuity (FI)
Variable Annuity (VA)
Investment Advisory Service (RIA)
Mutual Funds (MF)
Not Offered
(F)(FI)(VA)(RIA)(MF)
Phone
Fiduciary Trust Co. of New Hampshire (Formerly Waddell & Reed)
1-888-923-3355
Transamerica Fund Services, Inc. - 403(b)
Please contact provider
Click Icons for Details:
Online Enrollment Available
Agent Contact Information Available
Additional Information Available Upon Request
Online Enrollment Available
Agent Contact Information Available
Additional Information Available Upon Request
In accordance with California Education Code 25100, et seq., a complete list of the available vendors can be found at 403bcompare.com.
Request Investment Provider Information
Grandfathered Funds
The following Investment Providers are no longer authorized to establish new accounts for this plan. Employees currently contributing to one of these Investment Providers may continue their contributions without interruption.
National Health Insurance Company - 403(b) **
Protective Life Insurance Company **
USAA Life Insurance Co. **
Protective Life Insurance Company **
USAA Life Insurance Co. **
For any questions concerning your employers list of participating providers, please contact our Customer Care Team at 1.877.544.OMNI (6664).
Plan Features
Eligible Employees
All employees, but student-teachers or teacher’s aides (i.e., a person providing service on a temporary basis while attending a school, college or university) described in Code section 3121(b)(10) are not eligible to participate in the Plan.Employer Non-Elective Contributions
AvailableLoans
Available for qualified applicantsFinancial Hardship Distribution
Available for qualified applicantsTransfers Into Plan
(A transfer of assets from one employer’s 403(b) plan to another)
Available
Transfers Out of Plan
(A transfer of assets from one employer’s 403(b) plan to another)
Available
Service Based Catch-up
(Permits eligible employees with a given number of years of service to contribute additional money to their 403(b) beyond their base limit. See form for details and limit amounts.)
Not Available
Rollover Contributions
(A contribution of a distribution from another plan (i.e. 401(k), 457(b), IRA))
Available
Contract Exchanges
(a change of investment within a 403(b) plan)
Available. Please note that a new investment provider must be participating in your Employer's 403(b) plan (see list above).
New Child Distribution
Available
Domestic Abuse Distribution
Available
Emergency Expense
Not Available
Quick Links
Local: 585.436.OMNI (6664)
Toll Free: 1.877.544.OMNI (6664)
New York Office:
220 Alexander Street
Suite 400
Rochester, NY 14607
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