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PLAN DETAILS

Lake Shore Public Schools

Access important information, forms, and resources for your Lake Shore Public Schools retirement plan.

Online Salary Reduction Agreement

Lake Shore Public Schools allows employees to utilize the Online Salary Reduction Agreement (SRA) system to initiate or modify contributions to their voluntary retirement plans. The online system streamlines the process and helps ensure contribution changes are submitted efficiently and accurately.

Participating Investment Providers

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

Investment Provider Name403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
Phone Number
PreTaxRothPreTaxRoth
Ameriprise Financial457(b) 457(b) Roth (800) 862-7919
Corebridge Financial (formerly AIG Retirement Services-VALIC)457(b) 457(b) Roth (800) 448-2542
Equitable457(b) 457(b) Roth (800) 628-6673
Fidelity Investments457(b)

54030

457(b) Roth (800) 343-0860
GLP & Associates457(b) 457(b) Roth (877) 457-9467
GLP & Associates, Inc.457(b) 457(b) Roth (877) 457-9467
GWN Securities457(b) 457(b) Roth (561) 472-2700
Horace Mann Insurance Company457(b) 457(b) Roth (800) 999-1030
MEA Financial Services (Paradigm)457(b) 457(b) Roth (800) 292-1950
Prudential Investments457(b) 457(b) Roth (888) 778-2888
ReliaStar Life - Subsidiary of VOYA Financial457(b) 457(b) Roth (877) 882-5050
Vanguard Investments

430914

457(b) 457(b) Roth (800) 569-4903
Ameriprise Financial
(800) 862-7919
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
Corebridge Financial (formerly AIG Retirement Services-VALIC)
(800) 448-2542
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
Equitable
(800) 628-6673
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
Fidelity Investments
(800) 343-0860
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
GLP & Associates
(877) 457-9467
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
GLP & Associates, Inc.
(877) 457-9467
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
GWN Securities
(561) 472-2700
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
Horace Mann Insurance Company
(800) 999-1030
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
MEA Financial Services (Paradigm)
(800) 292-1950
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
Prudential Investments
(888) 778-2888
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
ReliaStar Life - Subsidiary of VOYA Financial
(877) 882-5050
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
Vanguard Investments
(800) 569-4903
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth

Employer Point Of Contact

28850 Harper Ave.

St. Clair Shores, MI 48081

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.

457(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 457(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.

Final Three Year Catch-Up

Not Available.

Loans

Available for qualified applicants.

Rollover Contributions

A contribution of a distribution from another plan (i.e. 401(k), 457, IRA)

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.

Unforeseeable Emergency Distributions

Available for qualified applicants.