Liberty FCU Online Banking
Liberty Wealth Services is now managing all your retirement plans (403(b), 401(a) and VEBA/HRA) through the VOYA platform, you will now have one investment provider who can provide comprehensive investment guidance and additional planning resources.
The 403b Plan is a valuable benefit program offered to you as an employee of Evansville Vanderburgh School Corporation. It can help you put money aside for a financially secure retirement. Through the Plan, you can save for retirement now so you can have the income you’ll need after you retire. EVSC offers a matching program to qualified employees to assist in reaching your retirement goals.
To access your 403(b) account: www.voyaretirementplans.com
Participating in the Evansville Vanderburgh School Corporations’ 401(a) Plan is very beneficial to you the employee. EVSC makes contributions to your account. Contributions are then invested in the Plans’ investment(s) you select.
To access your administrator’s 401(a) account: www.voyaretirementplans.com
The VEBA/HRA Plan can help you provide for tax-favored payment of medical costs and other qualified expenses. Through the Plan, contributions made by EVSC now can help in paying for ongoing and future medial expenses. EVSC will fund amounts to your account. The funds used from the account for payment of qualified expenses are tax-free to you.
To access your administrator’s VEBA/HRA account: Health Reserve Account | Voya.com
Recurring Individual Premium Reimbursement Request Form
Sample Recurring Ind Prem Reimbursement Form
TASC Recurring Individual Change & Premium Reimbursement Request Form
VEBA Mobile Reimbursement Instructions
Enrolling for your 403b, 401a, and VEBA/HRA plans can be accomplished by contacting your EVSC HR department. In addition, a dedicated Liberty Wealth Services representative will make an onsite visit to your school/building each school year to provide convenient guidance and advice regarding your retirement benefits. Scheduling will be provided in advance of each visit.
Liberty Wealth Services provides Financial Literacy Workshops for EVSC employees. These workshops are designed to provide education on financial planning basics. Workshops will be held over summer break each year.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Liberty Federal Credit Union [Liberty FCU] and Liberty Wealth Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Liberty Wealth Services, and may also be employees of Liberty FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Liberty FCU or Liberty Wealth Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident or any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit Institution Plain English Disclosure for more detailed information.
