Retirement Information -Includes Deferred Compensation 403(b) and 457(b) Plans

Voluntary Deferred Compensation Plans

Town and School Employee 457(b) plans
or
School Employee 403(b) Tax Sheltered Annuities (TSA’s)

                   School employees are eligible to participate in both a 457(b) and a 403(b)                                 plan at the maximum levels at the same time.

Eligible Employees Include:

  • Any full time employee
  • Any permanent part-time employee
  • Any seasonal, temporary or similar part-time employee
  • Any elected or appointed official

Independent contractors are not eligible to participate in Town sponsored Deferred Compensation plans.

IRS 2013 Contribution Limits for 457(b) and 403(b)

 

 

Information on 457 Plans

 

403b.457 Plan school announcement - Longmeadow 2013 (2)457 Plan new announcement - Longmeadow 2013 (2)


 

Great-West Retirement Services

  • 457 Deferred Compensation Plan Number 340337-01
  • OBRA Plan Number 340337-2

For more information contact:

Benjamin Chayes

Plan Representative
Great-West Retirement Services
877-457-1900 Ext. 20082
Fax: 781-890-2919
www.gwrs.com

ING

 

  • 457 Deferred Comp plan Number: VB5097

For more information contact:


Eric J. Spooner

Office: (860) 580-1553
Toll Free: (800) 784-6386 ext 5801553
Toll Free Fax: (866) 237-3143

Edwin A. Jolly

Office: (860) 580-1635
Toll Free: (800) 784-6386 ext 5801635
Toll Free Fax: (866) 237-3143
ING Financial Advisers, LLC
P.O. Box 990069
Hartford, CT 06199
www.ingretirementplans.com

ICMA-RC

For more information contact:

Michael Savage

Retirement Plans Specialist
777 North Capitol Street, NE
Washington, DC 20002-4240
Toll Free: (888) 803-2721
Fax: (413) 566-3471
www.icmarc.org

   

Information on 403(b) Plans

 

403(b) Approved Vendor List Updated 03.08.2013
TSA / 403(b) Enrollment Form

ING

Eric J. Spooner

Phone (860) 580-1553

Fax (866) 237-3143

 

 

Met Life

 James R. McLaughlin

Cell (413) 207-1362

 Office (508) 870-1925

Fax (508) 870-1985

A free Webinar from Met Life is available on our Employee and Retiree Webinars, Seminars and Publications page

 

Valic 

Jim Kaufmann

Cell (860) 830-8535

(800) 892-5558 ext 87091

Valic 403(b) overview brochure

Contributing to your ER plan brochure from Valic

 

 AXA Advisors

Nickolas Correa

(860) 712-6651

Terrell Joyner

(860) 455-6190

Fax (860) 752-6339

 

Government Services

Medicare

Federal Government Website

Medicare Part D Information

Social Security

Federal Government Website

 

www.socialsecurity.gov/myaccount/

Government Pension Offset

Windfall

2012 Social Security FACT SHEET

SOCIAL SECURITY COMMISSIONERS STATEMENT 03.25.2013

 

Social Security Announces Online Services
Social Security Announces 1.7% COLA Increase in Benefits
2013 Social Security COLA Increase Fact Sheet

Other Retirement Reference Sites

Pubic Employee Retirement Administration Commission 

 

 

Hampden County Retirement Board

For More Information Contact:

Donna Kerley

67 Hunt St. #116
Agawam, MA 01001
Tel. (413) 737-0204
Fax (413) 732-7999

Massachusetts Teachers Retirement Board