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Plan Details     South Glens Falls CSD, South Glens Falls NY
403(b) Plan Details:

Current Plan Status: Active

Plan Features

Participating Service Providers

View OMNIOnline for Participants Tutorial

Forms
Eligible Employees
All Employees

Employer Non-Elective Contributions
Available

Loans
Available for qualified applicants

Financial Hardship Distribution
Available for qualified applicants

Transfers Into Plan (A transfer of assets from one employer’s 403(b) plan to another)
Not Available

Transfers Out of Plan (A transfer of assets from one employer’s 403(b) plan to another)
Not Available

Rollover Contributions (A contribution of a distribution from another plan (i.e. 401(k), 457, IRA))
Please call OMNI to inquire.

ROTH 403(b)
Not 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. A list of your Employer’s participating providers can be found under the Participating Service Providers section.

Distributions (i.e. Separation from Service, Attainment of 59 ½ years of age, Permanent Disability, or Death)
Available

Agent Info Available
Click icon next to fund name for details.
Online Enrollment Available
Click icon next to fund name for details.

Aspire Financial Services Representative(s)
for South Glens Falls CSD, South Glens Falls NY

Aspire is a full-service, open-architecture provider of 403(b) and 457 programs offering participants and plans the freedom to work with the investments, money managers and financial advisors of their choosing. Aspire403b.com's Plan Search feature makes it easy to start and complete the entire enrollment process and manage your account. Thousands of investments are available, including low cost mutual funds from hundreds of fund families. Participants can self-select or work directly with their financial advisor to assist in investment decisions. Smart retirement solutions by Aspire.
AXA Equitable Life Insurance Company Representative(s)
for South Glens Falls CSD, South Glens Falls NY

Drew Sweeney
PHONE:(518) 373 - 7352
EMAIL:Andrew.Sweeney@axa-advisors.com

Mike Healy
PHONE:(518) 798 - 6542
EMAIL:michael.healy@axa-advisors.com

AXA is one of the nation's leading providers of retirement savings plans, including 403(b) plans for public schools nationwide. What makes AXA unique in the public school marketplace is that its 403(b) TSA funding vehicles, as well as other retirement and protection products, are made available through the Retirement Benefits Group, a specialized division of affiliate AXA Advisors, LLC. Over 1,000 local dedicated financial professionals in the Retirement Benefits Group currently serve 15,000 public schools and over 650,000 employees. For more information about our services visit us at axa.com/myretirementgoal.
Foresters Financial (First Investors) Representative(s)
for South Glens Falls CSD, South Glens Falls NY

Mass Mutual VA Representative(s)
for South Glens Falls CSD, South Glens Falls NY

Paul Wajda
PHONE:(518) 463 - 5533
EMAIL:pwajda@financialguide.com

Founded in 1851, Massachusetts Mutual Life Insurance Company (MassMutual) is a leading mutual life insurance company. MassMutual has a long history of financial strength and strong performance. MassMutual Artistry is our flagship 403(b) annuity product currently featuring no administrative fee, no loan fee and non-rolling surrender charges. Paint your own portrait of retirement with MassMutual Artistry.

Contact us at 800-272-2216
MetLife  
MetLife Representative(s)
for South Glens Falls CSD, South Glens Falls NY

Jason Malmendier
PHONE:(518) 225 - 8475
EMAIL:jmalmendier@financialguide.com

MetLife Resources (MLR) is a division of Metropolitan Life Insurance Company that specializes in providing retirement plan products and other financial products and services to healthcare, educational, governmental and other nonprofit employers and their employees. With more than $36 billion in retirement assets1 under administration encompassing 20,000 employer groups2, MLR, as an industry leader, helps millions of employees plan and save for their retirement every day.

1 LIMRA Not-for-Profit Report, 3rd Qtr. 2013
2 MetLife Payroll Slot Report Data as of 3/31/2013
Oppenheimer Shareholder Svcs. Representative(s)
for South Glens Falls CSD, South Glens Falls NY

OppenheimerFunds, Inc. has been helping plan participants achieve their financial goals since 1960, and have been offering 403(b)(7) plans since 1983. We are one of the nation’s largest and most respected asset management firms. Our 403(b) plan offers a flexible, long-term savings solution, solid investment options and investor services and support. All 403(b)(7) participants have access to oppenheimerfunds.com or can call OppenheimerFunds Retirement Plans Services at 800.835.7305 for assistance.

Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc. RPL0005.192
RiverSource Life Insurance Co of NY Representative(s)
for South Glens Falls CSD, South Glens Falls NY

The Legend Group/ADSERV Representative(s)
for South Glens Falls CSD, South Glens Falls NY

ROBERT PALIWODZINSKI
PHONE:(518) 281 - 6740
EMAIL:bobpal@legendequities.com
WEBSITE:www.legendgroup.com

The Legend Group is a 403(b)/457(b) investment provider offering quality investment solutions like American Funds, Fidelity Advisor Funds, Oppenheimer Funds, BlackRock Funds, Waddell & Reed, and Security Benefit to name a few of the 80+ mutual fund families available through the Legend offering.The Legend Group has worked with employers to help their employees prepare for their retirement for nearly 50 years. Contact a Legend Group Financial Professional today.
Voya Financial (Natl NY) Representative(s)
for South Glens Falls CSD, South Glens Falls NY

Thomas Crowley Jr.
PHONE:(518) 798 - 2895
EMAIL:tcrowley@voyafa.com

Voya Financial has designed Opportunity Plus - a tax-deferred variable annuity contract issued by Voya Financial (formerly ING Life insurance and Annuity Company) - specifically for the New York State public education faculty and staff. Local Voya Financial representatives are available to help you understand your choices, and work with you to review and adjust your plan to ensure it keeps pace with the changes in your life. Find your local Voya Financial representative at oppplus.beready2retire.com

Effective July 1 2012, the following Service Providers are no longer authorized to establish new 403(b) accounts. Please note, Employees contributing to one of these service providers as of July 1, 2012 may continue their contributions without interruption.

American Fund/Capital Guardian  
Cadaret, Grant & Co.  
Confidential Planning - Smart Choice  
FAM Funds  
Fidelity Management Trust Co.  
Fiduciary Trust Intl-Franklin Templeton  
MetLife of CT (Travelers)  
Phoenix Home Life Ins. Co.  
Putnam Investments  
Union Central Life  
Vanguard Fiduciary Trust Co.  

For any questions concerning your employers list of participating providers, please contact OMNI at 877-544-6664.
Salary Reduction Agreement (SRA):
  Salary Reduction Agreement - PDF

Service Based Catch-Up Request:
  Online Request Form
  Downloadable PDF Version

Plan Transactions:
For assistance determining the proper service provider transaction form to submit for your situation, please review our Transaction Instructions page for more information

  Death Claim
  Disability
  Distribution
  Exchange
  Hardship
  Loan
  QDRO
  Required Minimum Distribution
  Rollover
  Service Credit

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