Liberty Wealth Services | EVSC
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.
EVSC 403(b)
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
EVSC 401(a)
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
EVSC VEBA/HRA
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
Enrollment and Ongoing Representation
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.
Workshops
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.
EVSC Retirement Plan Workshop
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Liberty Wealth Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3195508.1-0820-0922.