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 booklet for new employees is available from the link below.
The local agent for the 403(b) Plan is:
Kirk Davis(260) 497-0711
Please contact Kirk for assistance with investment selections.
Group # 750908
Plan Name: East Allen County Schools 403(b)
Mass Mutual Service Center 1-800-528-9009
Link to Mass Mutual (formerly The Hartford) Website
403(b) Enrollment Booklet
Complete the following three forms to open a new account:
Account Opening Form
Salary Deferral Agreement 403(b)
Beneficiary Designation Form
Email all forms to Nancy Vandell at nvandell@eacs.k12.in.us
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 [Contact Kirby Stahly before completing]
Contribution Change Form [Submit to Payroll]
15 Year Rule Notification To increase your maximum contribution amount after 15 years of service w/EACS(Submit to Payroll)
Account Opening Form [Submit to Payroll]
403(b) Withdrawal Form [Submit to Payroll]
403(b) Loan Application [Submit to Payroll]
Name/Address Changes or Social Security Number Correction [Submit to Payroll]
Required Minimum Distributions Form [Submit to Payroll]
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