East Allen County Schools offers a 403(b) Plan to its employees. The 403(b) vendor is Mass Mutual (formerly The Hartford). All employees are eligible to participate and the only requirement is that annual contributions must exceed $200. Enrollment books for new employees are available from Human Resources.
The local agent for the 403(b) Plan is:
Kirk Davis(260) 497-0711
Brent Berger(260) 483-1450
Mass Mutual Service Center 1-800-528-9009
Link to Mass Mutual (formerly The Hartford) Website
403(b) Enrollment Booklet: to view Plan description and investment options.
403(b) Forms
Salary Deferral Agreement 403(b) [Submit to Payroll]
Beneficiary Designation Form [Submit to Payroll]
Rollover-In or Exchange-In Form [Transfer existing 403(b) to Mass Mutual]
Contribution Change Form Change contribution amount]
15 Year Rule Notification [15 years with EACS to increase contribution amount]
Account Opening Form [Submit to Mass Mutual]
403(b) Withdrawal Form [Submit to Mass Mutual]
403(b) Loan Application [Submit to Mass Mutual]
Name/Address Changes or Social Security Number Correction [Submit to Payroll]
Required Minimum Distributions Form [Submit to EACS]
Annual Notice of Universal Availability
2020 Notice
403(b) Plan Documents
SPD [Summary Plan Description] 01012018 - EACS
PDS [Plan Document Summary] 01012018 - EACS
IRS Acceptable Form of Plan - MassMutual