This page uses JavaScript. Please enable JavaScript.

Welcome to our refreshed website, which features a modern design, clearer navigation, and improved content organization, so you can locate key resources more quickly and with greater confidence.

PLAN DETAILS

Wayland Union Schools

Access important information, forms, and resources for your Wayland Union Schools 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 Wayland Union Schools payroll department.

QuickENROLL Is Now Available!

QuickENROLL Logo

To further encourage participation in our voluntary retirement plans, Wayland Union Schools now offers an easy and quick 403(b) enrollment option called QuickENROLL. This new option helps employees rapidly enroll in a 403(b) retirement savings account without having to conduct initial research or meet with an Investment Provider representative. Click on the below link to get started:

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
Core Investment Provider- Corebridge Financial (formerly AIG Retirement Services-VALIC)457(b) 457(b) Roth (800) 426-3753
Core Investment Provider - GLP & Associates457(b) 457(b) Roth (877) 457-9467
Core Investment Provider - Lincoln Investment through associates of M3 Investment Services457(b) 457(b) Roth (888) 844-7872
Core Investment Provider- MEA Financial Services457(b) 457(b) Roth (800) 292-1950
Core Investment Provider- PlanMember Services457(b) 457(b) Roth (877) 769-4032
Single Source Investment Provider- Midwest Capital Advisors457(b) 457(b) Roth (877) 269-4032
Equitable457(b) 457(b) Roth (800) 628-6673
Franklin Templeton Mutual Funds457(b) 457(b) Roth (877) 219-1229
Core Investment Provider- Corebridge Financial (formerly AIG Retirement Services-VALIC)
(800) 426-3753
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
Core Investment Provider - GLP & Associates
(877) 457-9467
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
Core Investment Provider - Lincoln Investment through associates of M3 Investment Services
(888) 844-7872
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
Core Investment Provider- MEA Financial Services
(800) 292-1950
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
Core Investment Provider- PlanMember Services
(877) 769-4032
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
Single Source Investment Provider- Midwest Capital Advisors
(877) 269-4032
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
Franklin Templeton Mutual Funds
(877) 219-1229
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth

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.

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.