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PLAN DETAILS

South Shore Educational Collaborative

Access important information, forms, and resources for your South Shore Educational Collaborative retirement plan.

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 South Shore Educational Collaborative payroll department.

Participating Investment Providers

Click Icons for Details:  Online Enrollment Available    Agent Contact Information Available    Additional Information Available Upon Request

Investment Provider Name403(b) PlanEnroll
Online
Agent
Info
Request
Info
Phone Number
PreTaxRoth
Ameriprise Financial(800) 862-7919
Corebridge Financial (formerly AIG Retirement Services-VALIC)(800) 448-2542
Equitable(800) 628-6673
Fidelity Investments

83185

(800) 343-0860
Franklin Templeton Mutual Funds(877) 219-1229
Invesco OppenheimerFunds(800) 959-4246
Lincoln Investment Planning, LLC (Pershing custodian)(800) 242-1421
Lincoln National Life Insurance Company(800) 454-6265
Security Benefit Group(800) 888-2461
Vanguard Investments

431425

431425

(800) 569-4903
Ameriprise Financial
(800) 862-7919
403(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRoth
Corebridge Financial (formerly AIG Retirement Services-VALIC)
(800) 448-2542
403(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRoth
Equitable
(800) 628-6673
403(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRoth
Fidelity Investments
(800) 343-0860
403(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRoth
Franklin Templeton Mutual Funds
(877) 219-1229
403(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRoth
Invesco OppenheimerFunds
(800) 959-4246
403(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRoth
Lincoln Investment Planning, LLC (Pershing custodian)
(800) 242-1421
403(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRoth
Lincoln National Life Insurance Company
(800) 454-6265
403(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRoth
Security Benefit Group
(800) 888-2461
403(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRoth
Vanguard Investments
(800) 569-4903
403(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRoth

Employer Point Of Contact

75 Abington St.

Hingham, MA 02043

Forms

For employer specific forms and information, please click on the corresponding PDF listed below.

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)

Please call to inquire.

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.

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.