PLAN DETAILS
Tioga Central School
Access important information, forms, and resources for your Tioga Central School 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
Tioga Central School 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 | Enroll Online | Agent Info | Request Info | Phone Number | |
|---|---|---|---|---|---|---|
| PreTax | Roth | |||||
| American Century Services, LLC |  | | Online Enrollment | Agent Contact | Request Information | (800) 345-3533 |
| American Funds | | Online Enrollment | Agent Contact | Request Information | (800) 421-0180 | |
| Equitable | | | Online Enrollment | Agent Contact | Request Information | (800) 628-6673 |
| Franklin Templeton Mutual Funds | | | Online Enrollment | Agent Contact | Request Information | (877) 219-1229 |
| Invesco OppenheimerFunds | | | Online Enrollment | Agent Contact | Request Information | (800) 959-4246 |
| Metropolitan Life Insurance Company | | | Online Enrollment | Agent Contact | Request Information | (833) 642-1008 |
| Pacific Life | | Online Enrollment | Agent Contact | Request Information | (800) 722-2333 | |
| PenServ-PenSelect/MG Trust Company | | | Online Enrollment | Agent Contact | Request Information | (803) 354-5003 |
| The Legend Group (Pershing custodian) | | | Online Enrollment | Agent Contact | Request Information | (888) 883-6710 |
| Unity Mutual Life | | Online Enrollment | Agent Contact | Request Information | (800) 836-7100 | |
| American Century Services, LLC (800) 345-3533 | |||||||
|---|---|---|---|---|---|---|---|
| 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 | ||||||
| | ||||||
| Equitable (800) 628-6673 | |||||||
|---|---|---|---|---|---|---|---|
| 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 | ||||||
| | | |||||
| Invesco OppenheimerFunds (800) 959-4246 | |||||||
|---|---|---|---|---|---|---|---|
| 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 | ||||||
| | | |||||
| Pacific Life (800) 722-2333 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
| PenServ-PenSelect/MG Trust Company (803) 354-5003 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | | |||||
| The Legend Group (Pershing custodian) (888) 883-6710 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | | |||||
| Unity Mutual Life (800) 836-7100 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | Enroll Online | Agent Info | Request Info | ||||
| PreTax | Roth | ||||||
| | ||||||
Employer Point Of Contact
27 Fifth Avenue PO Box 241
Tioga Center, NY 13845
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.
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.