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PLAN DETAILS

Bradford County School District

Access important information, forms, and resources for your Bradford County School District 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 Bradford County School District 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) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
Phone Number
PreTaxRothPreTaxRoth
Aspire Financial Services457(b) 457(b) Roth (866) 634-5873
Aspire-IPX_American Century Services, LLC457(b) 457(b) Roth (833) 264-1502
Corebridge Financial (formerly AIG Retirement Services-VALIC)457(b) 457(b) Roth (800) 448-2542
Equitable457(b) 457(b) Roth (800) 628-6673
Fiduciary Trust Company of New Hampshire457(b) 457(b) Roth (727) 573-7711
Horace Mann Insurance Company457(b) 457(b) Roth (800) 999-1030
Modern Woodmen of America457(b) 457(b) Roth (800) 447-9811
National Life Group457(b) 457(b) Roth (800) 579-2878
PlanMember Services457(b) 457(b) Roth (800) 874-6910
ReliaStar Life - Subsidiary of VOYA Financial457(b) 457(b) Roth (813) 541-1213
Aspire Financial Services
(866) 634-5873
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
Aspire-IPX_American Century Services, LLC
(833) 264-1502
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
Fiduciary Trust Company of New Hampshire
(727) 573-7711
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
Modern Woodmen of America
(800) 447-9811
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
National Life Group
(800) 579-2878
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
PlanMember Services
(800) 874-6910
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth
ReliaStar Life - Subsidiary of VOYA Financial
(813) 541-1213
403(b) Plan457(b) PlanEnroll
Online
Agent
Info
Request
Info
PreTaxRothPreTaxRoth

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.

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.