Financial Wellness Center
Plan Details for Arlington CSD, LaGrangeville NY
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
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
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.
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 EmployeesEmployer 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.)
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
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
Click Icons for Details:
Online Enrollment Available
Agent Contact Information Available
Online Enrollment Available
Agent Contact Information Available
For any questions concerning your employers list of participating providers, please contact our Customer Care Team at 1.877.544.OMNI (6664).
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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