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Retirement Plans and Benefits

Pension

Pension plans are provided through the State of Maryland or City of Baltimore, depending on employee position and bargaining unit.  If you are planning on retiring soon, please attend a retirement seminar. 


Optional 403(b) and 457(b) tax-sheltered savings programs

Eligible employees can choose to set aside a portion of their income on a pre-tax basis for retirement savings. Sections 403(b) and 457(b) of the federal tax code provide a favorable basis for saving through a reduction of gross taxable income, tax-deferred investment growth, and accrual of savings through payroll deduction.

Listed below are City Schools' authorized carriers for 403(b) and 457(b) plans. For detailed information on plans and providers, visit TSA, the third party hired by City Schools for plan compliance administration. 

TSA is responsible for processing your contribution request, reviewing all transactions for distributions from your accounts, and approving them if the distribution qualifies. They also maintain your annual contribution limits and provide the method by which your contributions are sent to the investment company you select.

Authorized 403(b) and 457(b) carriers

American Century Team
800-345-3533

AXA Advisors, LLC (PenServ Plan)
James (JC) Farally (email)
Phone: 410-309-3660

Lincoln Financial Advisors
Melanie Shanty (email)
Phone: 410-321-0860

Lincoln Investment
Cynthia L. Perini (email)
Phone: 800-255-8921 ext. 62017
Beth Riley (email)
Phone: 301-987-7211 ext. 62160

MetLife
William Dorr (email)
Phone: 301-845-0494

New York Life
Milton Dugger, Jr. (email)
Phone: 410-938-8311

Plan Member Services
Bobby Watson, Jr. (email)
Phone: 301-257-5741

VALIC Financial Advisors, Inc.
Andrew Jerdal (email)
Phone: 410-859-2348
Robbin Harmon (email)
Phone: 804-897-5502

VOYA Financial Advisors, Inc.
Alicia Kong (email)
Phone: 301-792-1086
Stacey A. Osborne (email)
Phone: 410-964-0964

Forms

Download

Payroll reduction agreement

Download

Transaction routing request