New Haven Unified School District


Union City, CA


Current Status: Active

Salary Amendment Agreement Forms (SAA)

403(b) Downloadable PDF SAA
PLEASE NOTE: Return this form as instructed within. To utilize the full functionality available within this PDF form, Adobe Acrobat is recommended. If using Chrome as your web browser, you will need to save the form and open in Adobe Acrobat prior to completing it electronically.

403(b) Service Based Catch-Up

Online Request Form
Downloadable PDF Version

403(b) Providers

AIG Retirement Services (formerly VALIC) 
American Century Services LLC  [Fee: $3.00]
American Fidelity Assurance Co. 
American Funds Service Company  [Fee: $3.00]
American United Life Ins Co 1  [Fee: $3.00]
Americo Financial Life/Annuity 
Ameriprise Financial Services, Inc. 
Annuity Investors Life Ins. Co. 
AXA Equitable Life Insurance Company 
Brighthouse Life Ins (MetLife CT/Travelers) 
California Teachers Association (CTA)  [Fee: $3.00]
CalSTRS Pension 2 (VOYA)  [Fee: $3.00]
Calvert Funds ** [Fee: $3.00]
Fidelity Management Trust  [Fee: $3.00]
Fiduciary Trust Intl-Franklin Templeton  [Fee: $3.00]
Foresters Financial (First Investors) 
FTJ Fundchoice, Inc  [Fee: $3.00]
General American Life **
Global Atlantic Financial Group 
GLP & Associates  [Fee: $3.00]
Great American Insurance Group **
GWN/Employee Deposit Acct 
Horace Mann Life Ins. Co. 
Industrial Alliance Ins & Fin. Serv. Inc 
Invesco OppenheimerFunds 
Jackson National Life III  [Fee: $3.00]
Lincoln Investment Planning 
Lincoln National 
Mass Mutual VA **
MetLife 
Midland National Life Insurance 
Modern Woodmen of America 
National Health Insurance Company - 403(b) 
National Life Group (LSW) 
New England Financial **
North American Company 2 
NY Life Ins. & Annuity Corp. 
NY Life Insurance & Annuity 
Pacific Life Insurance Company  [Fee: $3.00]
PFS Investments 
PlanMember Services Corp. 
Putnam Investments 
ROTH - AIG Retirement Services (formerly VALIC) 
ROTH - American Century Services LLC  [Fee: $3.00]
ROTH - AXA Equitable 
ROTH - California Teachers Assoc. (CTA)  [Fee: $3.00]
ROTH - CalSTRS Pension 2 (VOYA)  [Fee: $3.00]
ROTH - Fidelity Management Trust  [Fee: $3.00]
ROTH - Foresters Financial (First Inv.) 
ROTH - FTJ Fund Choice  [Fee: $3.00]
ROTH - Great American **
ROTH - Horace Mann Life Ins. Co. 
ROTH - Industrial Alliance Pacific 
ROTH - Invesco OppenheimerFunds 
ROTH - Legend Group/ADSERV 
ROTH - Lincoln Investment 
ROTH - Lincoln National 
ROTH - MetLife 
ROTH - National Life Group (LSW) 
ROTH - PlanMember Services Corp. 
ROTH - Primerica Financial Services 
ROTH - Security Benefit 
ROTH - Voya Financial (Reliastar) 
ROTH - Voya Financial (VRIAC) 
Security Benefit 
Sun America Mutual Funds **
Symetra Life Insurance Company **
The Legend Group/ADSERV 
Thrivent Financial for Lutherans 
TIAA-CREF  [Fee: $3.00]
TransAmerica 
Transamerica Fund Services, Inc. - 403(b)  [Fee: $3.00]
USAA Life Insurance Co. 
Vanguard Fiduciary Trust Co.  [Fee: $3.00]
Voya Financial (Reliastar) 
Voya Financial (VRIAC) 
Waddell & Reed Inc. 
Western National (AIG) - 1  [Fee: $3.00]

Service providers with a double asterisk notation (**) are not authorized to accept new accounts under your employer's plan. Please contact Tax Deferred Solutions with any questions.

A fee of $3 per month is charged to each investment provider by the employer's plan administrator to cover the costs of administration. Many investment providers have agreed to pay this fee and do not pass it along to the plan participants. Some investment providers may require that the plan administration fee be paid by the plan participant. If the participant Is responsible for paying this fee it will be noted above and deducted through an after-tax payroll deduction.

Current Status: Active

Salary Amendment Agreement Forms (SAA)

457(b) Downloadable PDF SAA
PLEASE NOTE: Return this form as instructed within. To utilize the full functionality available within this PDF form, Adobe Acrobat is recommended. If using Chrome as your web browser, you will need to save the form and open in Adobe Acrobat prior to completing it electronically.

457(b) Providers

AIG Retirement Services (formerly VALIC) - 457 
Fidelity Management Trust Co. - 457 
FTJ Fundchoice, Inc - 457 
Industrial Alliance Pacific - 457 
National Life Group (LSW) - 457 
Pacific Life Insurance Company - 457 
Security Benefit - 457 

Service providers with a double asterisk notation (**) are not authorized to accept new accounts under your employer's plan. Please contact Tax Deferred Solutions with any questions.

A fee of $3 per month is charged to each investment provider by the employer's plan administrator to cover the costs of administration. Many investment providers have agreed to pay this fee and do not pass it along to the plan participants. Some investment providers may require that the plan administration fee be paid by the plan participant. If the participant Is responsible for paying this fee it will be noted above and deducted through an after-tax payroll deduction.