PLAN DETAILS
Pentucket Regional School District
Access important information, forms, and resources for your Pentucket Regional School District retirement plan.
Request Investment Provider Information
For those interested in learning more about your investment options, the Investment Providers below have confirmed that they will respond to your request for additional information.
Select each of the Investment Providers by whom you wish to be contacted, supply your contact information and click “Submit”.
By clicking submit you agree to U.S. OMNI & TSACG providing your contact information to the selected Investment Providers.
Salary Reduction Agreements
To start, stop, or change your contributions to your voluntary retirement plans, please find the corresponding Salary Reduction Agreement form in the Forms section below and send the completed form to the Pentucket Regional School District payroll department.
Participating Investment Providers
Click Icons for Details: 
Online Enrollment Available 
Agent Contact Information Available 
Additional Information Available Upon Request
| Investment Provider Name | 403(b) Plan | Enroll Online | Agent Info | Request Info | Phone Number | |
|---|---|---|---|---|---|---|
| PreTax | Roth | |||||
| AIM Family of Funds |  | Online Enrollment | Agent Contact | Request Information | ||
| American Funds | | Online Enrollment | Agent Contact | Request Information | (800) 421-0180 | |
| Ameriprise Financial | | Online Enrollment | Agent Contact | Request Information | (800) 862-7919 | |
| Brighthouse Life Insurance Company | | | Online Enrollment | Agent Contact | Request Information | (800) 638-5433 |
| Equitable | | | Online Enrollment | Agent Contact | Request Information | (800) 628-6673 |
| Fidelity Investments | 60021 | 60021 | Online Enrollment | Agent Contact | Request Information | (800) 343-0860 |
| Franklin Templeton Mutual Funds | | Online Enrollment | Agent Contact | Request Information | (877) 219-1229 | |
| Horace Mann Insurance Company | | | Online Enrollment | Agent Contact | Request Information | (800) 999-1030 |
| Invesco OppenheimerFunds | | | Online Enrollment | Agent Contact | Request Information | (800) 959-4246 |
| Janus - Group Investments | | Online Enrollment | Agent Contact | Request Information | (800) 975-9932 | |
| Lincoln Investment Planning, LLC (Pershing custodian) | | | Online Enrollment | Agent Contact | Request Information | (800) 242-1421 |
| Lincoln National Life Insurance Company | | Online Enrollment | Agent Contact | Request Information | (800) 454-6265 | |
| MFS Funds Service Center | | Online Enrollment | Agent Contact | Request Information | (800) 225-2606 | |
| Merrill Lynch | | Online Enrollment | Agent Contact | Request Information | (800) 637-7455 | |
| Metropolitan Life Insurance Company | | | Online Enrollment | Agent Contact | Request Information | (833) 642-1008 |
| Nationwide Insurance Company | | Online Enrollment | Agent Contact | Request Information | (800) 848-6331 | |
| New England Life and Investment | | Online Enrollment | Agent Contact | Request Information | ||
| New York Life Insurance & Annuity Corp. | | Online Enrollment | Agent Contact | Request Information | (800) 598-2019 | |
| Pacific Life | | Online Enrollment | Agent Contact | Request Information | (800) 722-2333 | |
| UBS Financial Services Inc | | Online Enrollment | Agent Contact | Request Information | (800) 354-9103 | |
| VOYA Financial | | | Online Enrollment | Agent Contact | Request Information | (800) 584-6001 |
| Vanguard Investments | 432256 | Online Enrollment | Agent Contact | Request Information | (800) 569-4903 | |
| Victory Funds (formerly USAA Mutual Funds) | | Online Enrollment | Agent Contact | Request Information | (800) 235-8396 | |
| Western Reserve Life | | Online Enrollment | Agent Contact | Request Information | (800) 851-9777 | |
| AIM Family of Funds | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
| American Funds (800) 421-0180 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
| Ameriprise Financial (800) 862-7919 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
| Brighthouse Life Insurance Company (800) 638-5433 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | | |||||
| Equitable (800) 628-6673 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | | |||||
| Fidelity Investments (800) 343-0860 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | | |||||
| Franklin Templeton Mutual Funds (877) 219-1229 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
| Horace Mann Insurance Company (800) 999-1030 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | | |||||
| Invesco OppenheimerFunds (800) 959-4246 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | | |||||
| Janus - Group Investments (800) 975-9932 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
| Lincoln Investment Planning, LLC (Pershing custodian) (800) 242-1421 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | | |||||
| Lincoln National Life Insurance Company (800) 454-6265 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
| MFS Funds Service Center (800) 225-2606 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
| Merrill Lynch (800) 637-7455 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
| Metropolitan Life Insurance Company (833) 642-1008 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | | |||||
| Nationwide Insurance Company (800) 848-6331 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
| New England Life and Investment | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
| New York Life Insurance & Annuity Corp. (800) 598-2019 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
| Pacific Life (800) 722-2333 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
| UBS Financial Services Inc (800) 354-9103 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
| VOYA Financial (800) 584-6001 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | | |||||
| Vanguard Investments (800) 569-4903 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
| Victory Funds (formerly USAA Mutual Funds) (800) 235-8396 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
| Western Reserve Life (800) 851-9777 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
Employer Point Of Contact
22 Main Street
West Newbury, MA 01985
Forms
Grandfathered Providers
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.
403(b) Plan Features
Contract Exchanges
A change of investment within a plan
Available. Please note that a new investment provider must be participating in your Employer's 403(b) plan (see list above).
Distributions
I.e. Separation from Service, Attainment of 59 ½ years of age, Permanent Disability, or Death
Available for qualified applicants.
Eligible Employees
All Employees.
Employer Non-Elective Contributions
Available.
Financial Hardship Distribution
Available for qualified applicants.
Loans
Available for qualified applicants.
Rollover Contributions
A contribution of a distribution from another plan (i.e. 401(k), 457, IRA)
Available.
Service Based Catch-up
Permits eligible employees with a given number of years of service to contribute additional money to their Plan beyond their base limit. See form for details and limit amounts.
Not Available.
Transfers Into Plan
A transfer of assets from one employer's plan to another
Available.
Transfers Out of Plan
A transfer of assets from one employer's plan to another
Available.