PLAN DETAILS
Grant Elementary School District
Access important information, forms, and resources for your Grant Elementary 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.
Online Salary Reduction Agreement
Grant Elementary School District 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 Name | 403(b) Plan | 457(b) Plan | Enroll Online | Agent Info | Request Info | Phone Number | ||
|---|---|---|---|---|---|---|---|---|
| PreTax | Roth | PreTax | Roth | |||||
| American Fidelity Assurance Co. |  | 457(b) | 457(b) Roth | Online Enrollment | Agent Contact | Request Information | (800) 654-8489 | |
| American Funds | | 457(b) | 457(b) Roth | Online Enrollment | Agent Contact | Request Information | (800) 421-0180 | |
| Ameriprise Financial | | 457(b) | 457(b) Roth | Online Enrollment | Agent Contact | Request Information | (800) 862-7919 | |
| CTA RSP 403(b) Plan | | 457(b) | 457(b) Roth | Online Enrollment | Agent Contact | Request Information | (855) 604-6222 | |
| CalSTRS Pension2 | | 457(b) | 457(b) Roth | Online Enrollment | Agent Contact | Request Information | (888) 394-2060 | |
| Corebridge Financial (formerly AIG Retirement Services-VALIC) | | 457(b) | 457(b) Roth | Online Enrollment | Agent Contact | Request Information | (800) 448-2542 | |
| Invesco OppenheimerFunds | | 457(b) | 457(b) Roth | Online Enrollment | Agent Contact | Request Information | (800) 959-4246 | |
| National Life Group | | 457(b) | 457(b) Roth | Online Enrollment | Agent Contact | Request Information | (800) 579-2878 | |
| Security Benefit Group | | 457(b) | 457(b) Roth | Online Enrollment | Agent Contact | Request Information | (800) 888-2461 | |
| Vanguard Investments | 437583 | 457(b) | 457(b) Roth | Online Enrollment | Agent Contact | Request Information | (800) 569-4903 | |
| American Fidelity Assurance Co. (800) 654-8489 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 457(b) Plan | Enroll Online | Agent Info | Request Info | |||
| PreTax | Roth | PreTax | Roth | ||||
| | ||||||
| American Funds (800) 421-0180 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 457(b) Plan | Enroll Online | Agent Info | Request Info | |||
| PreTax | Roth | PreTax | Roth | ||||
| | ||||||
| Ameriprise Financial (800) 862-7919 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 457(b) Plan | Enroll Online | Agent Info | Request Info | |||
| PreTax | Roth | PreTax | Roth | ||||
| | ||||||
| CTA RSP 403(b) Plan (855) 604-6222 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 457(b) Plan | Enroll Online | Agent Info | Request Info | |||
| PreTax | Roth | PreTax | Roth | ||||
| | ||||||
| CalSTRS Pension2 (888) 394-2060 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 457(b) Plan | Enroll Online | Agent Info | Request Info | |||
| PreTax | Roth | PreTax | Roth | ||||
| | ||||||
| Corebridge Financial (formerly AIG Retirement Services-VALIC) (800) 448-2542 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 457(b) Plan | Enroll Online | Agent Info | Request Info | |||
| PreTax | Roth | PreTax | Roth | ||||
| | | |||||
| Invesco OppenheimerFunds (800) 959-4246 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 457(b) Plan | Enroll Online | Agent Info | Request Info | |||
| PreTax | Roth | PreTax | Roth | ||||
| | ||||||
| National Life Group (800) 579-2878 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 457(b) Plan | Enroll Online | Agent Info | Request Info | |||
| PreTax | Roth | PreTax | Roth | ||||
| | ||||||
| Security Benefit Group (800) 888-2461 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 457(b) Plan | Enroll Online | Agent Info | Request Info | |||
| PreTax | Roth | PreTax | Roth | ||||
| | ||||||
| Vanguard Investments (800) 569-4903 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 457(b) Plan | Enroll Online | Agent Info | Request Info | |||
| PreTax | Roth | PreTax | Roth | ||||
| | ||||||
Employer Point Of Contact
8835 Swasey Dr.
Redding, CA 96001
Forms
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.