Tax Sheltered Annuities / 403(B) Plans

  • As employees of a public school district, all staff have the opportunity to participate and contribute to tax-sheltered retirement investment programs. Contributions are made via payroll deduction.

    Recent changes promulgated by the Internal Revenue Service have changed the administration of 403(b) and other tax-deferred investment programs available through certain non-profit and public agency employers.

    The Manheim Central School District sponsors a 403(b) plan for all of its employees and has adopted a plan document and related forms for the administration of the plan. As the plan sponsor, the District is responsible to ensure compliance with the new regulations.

    Manheim Central has selected The OMNI Group as the third-party administrator of the plan.

    The documents posted below may be viewed and downloaded for use in determining personal investment direction. You are encouraged to work with a financial advisor who can review the documents and assist in preparing to submit to the district.  All forms must be completed with all requested, pertinent information and sent to the attention of Renee Parido, Payroll/Benefits Specialist, at the District Office.

    All account information is available at https://www.omni403b.com.

403(B) Forms & Documents

  • Elective Deferral & Vendor Election Form

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    The Elective Deferral and Vendor Election Form must be used to initiate the contribution process.

    This form may also be used to change contribution amounts, vendors, or other account information.

    BENEFITS-403B-Elective Deferral.pdf 738.16 KB (Last Modified on July 13, 2015)
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  • Plan Documentation

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    The plan document is available for employees and their advisor(s) to review and plan for contributions.

    BENEFITS-403B-Plan_Document.pdf 224.75 KB (Last Modified on July 13, 2015)
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  • Vendor List

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    The vendor list is the list of financial advisors with whom employees are currently interacting.

    This list may be updated in the future, and represents a list of "participating" investment firms to whom employees (with their financial advisor) can direct their contributions.

    403b_APPROVED_Vendor_List_10-1-14.pdf 116.66 KB (Last Modified on August 10, 2016)
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