403(b) Plan - Mass Mutual

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

Mass Mutual Service Center  1-800-528-9009

Link to Mass Mutual (formerly The Hartford) Website

403(b) Enrollment Bookletto 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
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