Supplemental Retirement Plans
403(b) Plans

Tax Sheltered Annuities - 403(b) Plans

Eligible CMS employees may save for retirement by participating in a 403(b) or 457 Plan. You can participate by making pre-tax contributions and/or Roth 403(b) or 457 after-tax contributions. Charlotte-Mecklenburg Schools has joined the Omini Group to provide an online administrative system that helps manage your plans in accordance with the Internal Revenue Code requirements.

Effective July1, 2014, transactions related to 403(b) and 457 plans will be processed online through www.omni403b.com.  Employees wishing to start an investment should meet with an investment provider to establish an account. Salary reduction agreements for new accounts will be made online through www.omni403b.com.  

If you have any questions, please call OMNI Customer Service Toll Free: 1-877-544-6664 or follow the instruction on the Supplemental retirement plan Tab.

 

CMS has agreements with the following investment providers:

403(b) Plan/457(b) Plan Provided by:
VALIC Financial Advisors
Customer Service Number:(800) 892-5558 ext 89982
Representative Name: Jack Shultz
Website:www.valic.com
Notes: Plans Sold: 403(b), 457(b) & ROTH
403(b) Plan/457(b) Plan Provided by:
AXA Equitable
Customer Service Number:(704) 540-2966
Representative Name: Peter Senick
Website:http://www.axa-equitable.com
Notes: Plans Sold: 403(b), 457(b) & ROTH
403(b) Plan/457(b) Plan Provided by:
Horace Mann
Customer Service Number:(704) 532-1111
Representative Name: Joyce Tice
Website:http://www.horacemann.com
Notes: Plans Sold: 403(b), 457(b) & ROTH
403(b) Plan/457(b) Plan Provided by:
VOYA
Customer Service Number:(800)584-6001
Website:https://voyaretirement.voyaplans.com
Notes: Plans Sold: 403(b), 457(b) & ROTH
403(b) Plan/457(b) Plan Provided by:
Lincoln Financial Group
Customer Service Number:(877) 232-8868
Representative Name: Scott Chasereau
Website:http://www.lfg.com
Notes: Plans Sold: 403(b), 457(b) & ROTH
403(b) Plan/457(b) Plan Provided by:
Security Benefit
Customer Service Number:Brody Schuler -704-390-1707
Representative Name: Frank Owen
Website:brody.schuler@securitybenefit.com
Notes: Plans Sold: 403(b), 457(b) & ROTH