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Voluntary Benefits

 

 

warriors-2

Peralta-game-night-warriors-tickets- Wednesday, April 12, 2017 @ 7:30pm – Deadline to purchase: Wednesday February 1, 2017

 

Cigna Voluntary Term Life Insurance

 

VSP Voluntary Vision Benefits Summary

 

LegalShield

 

Tax-deferred 403(b) & 457 Plan – 2014 Updates

New 403(b)Plan and 457(b) Plan Contribution Plan Limits for 2015

2015 Calendar year contribution limits the  403(b) and the 457(b)  plan have increased to $18,000. Other limits may apply. Check with your financial planner or tax consultant for limits appropriate to your circumstances.

New Website 

MidAmerica is the tax-deferred plan administrator for the tax-deferred plan employee contributions since 2011 and has launched a new website for your use.

http://www.spokeskids.com/PeraltaCCD/

You are encouraged to use this website to get current information on:

  • vendor choices (where do you want to invest?)
  • forms routing (where do you send your salary reduction agreement forms for processing?)
  • acquiring signatures on your transactions (how do you obtain a district signature on loan and/or distribution forms?)

(Effective December 1, 2011, MidAmerica Administrative & Retirement Solutions, Inc. (MidAmerica)  became our third-party administrator for the Peralta tax-deferred 403(b) and 457 plans. Voluntary deferrals, distribution, loan, transfer & exchange approvals are now being handled through MidAmerica.)

Salary Reduction Agreements (SRA’s) to affect a change to your enrollment in either the 403(b) or 457 Plan are  due by the end of the month to effect the following month’s tax deferrals. So, to effect the January 31, payroll. Salary Reduction Agreement Forms are due to MidAmerica by December 31, 2011. Routing instructions are on the SRA form.

Distribution/loan requests and rollover forms requiring District authorization should now be directed to Mid America with the Transaction Routing Form noted below:

US Mail: 402 South Kentucky Avenue, Suite 500; Lakeland, FL 33801
Fax: 877 513 2272
Phone: 866 873 4240
Weblink: www.midamerica.biz

Contact your personal financial planner or tax advisor for counseling or you may also contact ZUK Financial Services at (800) 660-6291 extension 105.

MidAmerica is the current vendor of the Accumulation Program for-Part Time and Limited-Service Employees  (APPLE) Plan. For concerns regarding the APPLE contributions, contact MidAmerica at 800 430 7999.

 

 

  • Benefits & Medical Information

    Wednesday 29 March 2017
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