Voluntary Deferred Compensation Plans

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

* School employees are eligible to participate in both a 457 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.

Information on 457 Plans

Great-West Retirement Services

• 2012 Contribution Limits
• Cost of waiting to Save
• Distribution/Direct Rollover Request (OBRA) Form
• Distribution Direct Rollover / Transfer Request (Deferred Compensation) Form
• Change of Beneficary Form
• Enrollment Form
• Salary Deferral Form
• Non Financial 457 Change Form OBRA
• 457 Deferred Compensation Plan Number 340337-01
• OBRA Plan Number 340337-2

For more information contact:

Desiree Joy, CRPC

Plan Representative
Great-West Retirement Services

877-457-1900 Ext. 20080
Fax: 781-890-2919

www.gwrs.com

ING

• ING On-Site Visit October 11th
• ING Flyer
• 457 Deferred Comp an Number VB5097
• Enrollment Form

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

• 457 Deferred Compensation Plan
• Put Your 457 Deferred Compensation Plan to Work
• Saving with ICMA-RC a Smart Choice

 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

 

403(b) Information

Approved 403(b) Vendors

TSA / 403(b) Enrollment Form

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

Met Life James R. McLaughlin Free Webinar from Met Life is available on our Employee and Retiree Webinars, Seminars and Publications page

Government Services

Medicare Federal Government Website Medicare Part D Information

Social Security Federal Government Website Government Pension Offset Windfall 2012 Social Security FACT SHEET

Other Retirement Reference Sites

Hampden County Retirement Board

Donna Kerley (413) 737-0204

• HCRB Retirement Percentage Chart
• HCRB Retirement Percentage Chart Group IV

Pubic Employee Retirement Administration Commission

Massachusetts Teachers Retirement Board