Stanislaus County Office Of Education


Modesto, CA


Current Status: Active

Ceres Unified School District
Chatom Union School District
Denair Unified School District
Empire Union School District
Gratton School District
Hart-Ransom Union School District
Hickman School District
Hughson Unified School District
Keyes Union School District
Knights Ferry School District
Newman-Crows Landing Unified School District
Oakdale Joint Unified School District
Paradise Elementary School District
Patterson Joint Unified School District
Riverbank Unified School District
Roberts Ferry School District
Salida Union School District
Shiloh School District
Stanislaus Union School District
Sylvan Union School District
Turlock Unified School District
Valley Home Joint School District
Waterford Unified School District

Salary Reduction Agreement Forms (SRA)

403(b) Downloadable PDF SRA
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]
Americo Financial Life/Annuity 
Ameriprise Financial/RiverSource 
Aspire Financial Services **
Athene Annuity and Life (Aviva) 
California Teachers Association (CTA)  [Fee: $3.00]
CalSTRS Pension 2 (VOYA)  [Fee: $3.00]
Equitable (formerly AXA) 
Farmers Life Ins. **
Fidelity Management Trust  [Fee: $3.00]
Fiduciary Trust Co. of New Hampshire (Formerly Waddell & Reed) 
Fiduciary Trust Intl-Franklin Templeton  [Fee: $3.00]
Great American Insurance Group **
Horace Mann Life Ins. Co. 
Industrial Alliance - (Sec.Ben.) 
Industrial Alliance Ins & Fin. Serv. Inc 
Invesco OppenheimerFunds 
IPX - Investment Provider Xchange 
Jackson National Life III  [Fee: $3.00]
Jefferson National Life **
John Alden Life Insurance Company **
Lincoln Benefit Life (Allstate Variable Annuity) - 403(b) **
Lincoln Investment Planning 
Lincoln National 
Mass Mutual VA **
MetLife 
Midland National Life Insurance 
Millennium Trust Company **
Modern Woodmen of America 
National Health Insurance Company - 403(b) **
National Life Group (LSW) 
North American Company 2 
NY Life Ins. & Annuity Corp. 
Orion Portfolio Solutions, LLC (Formerly FTJ FundChoice)  [Fee: $3.00]
Pacific Life Insurance Company  [Fee: $3.00]
PenServ SmartSAV (formerly Foresters) 
PFS Investments 
PlanMember Services Corp. 
Protective Life Insurance Company **
Putnam Investments 
ROTH - AIG Retirement Services (formerly VALIC) 
ROTH - American Century Services LLC  [Fee: $3.00]
ROTH - California Teachers Assoc. (CTA)  [Fee: $3.00]
ROTH - CalSTRS Pension 2 (VOYA)  [Fee: $3.00]
ROTH - Equitable (formerly AXA) 
ROTH - Fidelity Management Trust  [Fee: $3.00]
ROTH - Fiduciary Trust Co. of New Hampshire (Formerly Waddell & Reed) 
ROTH - Horace Mann Life Ins. Co. 
ROTH - Invesco OppenheimerFunds 
ROTH - IPX - Investment Provider Xchange 
ROTH - Lincoln Investment 
ROTH - Lincoln National 
ROTH - MetLife 
ROTH - National Life Group (LSW) 
ROTH - NY Life Ins. & Annuity Corp. 
ROTH - Orion Portfolio Solutions, LLC (Formerly FTJ FundChoice)  [Fee: $3.00]
ROTH - PenServ SmartSAV (formerly Foresters) 
ROTH - PlanMember Services Corp. 
ROTH - Primerica Financial Services 
ROTH - Security Benefit 
ROTH - The Legend Group, A Lincoln Investment Company 
ROTH - Vanguard Fiduciary Trust Co.  [Fee: $3.00]
ROTH - Voya Financial (Reliastar) 
ROTH - Voya Financial (VRIAC) 
Security Benefit 
The Legend Group, A Lincoln Investment Company 
Thrivent Financial for Lutherans 
TransAmerica 
USAA Life Insurance Co. **
Vanguard Fiduciary Trust Co.  [Fee: $3.00]
Voya Financial (Reliastar) 
Voya Financial (VRIAC) 

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.

Plan Features

Eligible Employees
All employees, but student-teachers or teacher’s aides (i.e., a person providing service on a temporary basis while attending a school, college or university) described in Code section 3121(b)(10) are not eligible to participate in the Plan.
Employer Non-Elective Contributions
Available
Loans
Available; up to 50% of total account values, subject to availability and additional restrictions applied by individual vendors
Financial Hardship Distribution
Available; pursuant to Section 1.401(k)-1(d)(3)(iii)(B) of the Income Tax Regulations, subject to availability and additional restrictions applied by individual vendors
Transfers into Plan

(A transfer of assets from one employer’s 403(b) plan to another)

Available
Transfers Out of Plan

(A transfer of assets from one employer’s 403(b) plan to another)

Available
Service Based Catch-Up

(Permits eligible employees with a given number of years of service to contribute additional money to their 403(b) beyond their base limit. See form for details and limit amounts.)

Available
Rollover Contributions

(A contribution of a distribution from another plan (i.e. 401(k), 457, IRA))

Please call to inquire
Contract Exchanges

(A change of investment within a 403(b) plan)

Available. Please note that the 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

Current Status: Active

Stanislaus County Office of Education only - Not applicable to individual districts

Salary Reduction Agreement Forms (SRA)

457(b) Downloadable PDF SRA
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

Industrial Alliance Pacific - 457 
National Life Group (LSW) - 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.

Plan Features

Loans
Available; up to 50% of total account values, subject to availability and additional restrictions applied by individual vendors
Unforeseeable Emergency
Available; pursuant to Section 1.401(k)-1(d)(3)(iii)(B) of the Income Tax Regulations, subject to availability and additional restrictions applied by individual vendors
Transfers into Plan

(A transfer of assets from one employer’s 457(b) plan to another)

Available
Transfers Out of Plan

(A transfer of assets from one employer’s 457(b) plan to another)

Available
Contract Exchanges

(A change of investment within a 457(b) plan)

Available. Please note that the new investment provider must be participating in your Employer's 457(b) plan (see list above).
Final 3 Year Catch-Up
Not Available
Distributions

(i.e. Separation from Service, Attainment of 70 ½ years of age, Permanent Disability, or Death)

Available
Rollover Contributions
Please call to inquire