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K-12 and Higher Education

K-12 and Higher Education

Our Commitment

MetLife has been offering 403(b) and 457(b) retirement plan products and services to school districts and educational institutions of all sizes since 1962. From employee education to investment choices, MetLife provides comprehensive retirement services to help minimize your administrative workload and help maximize the benefits for you and your employees.

Product Platforms

We offer variable annuities that provide a diverse menu of funding options from a variety of well-known fund families. By selecting a MetLife variable annuity as a funding vehicle for your plan, you will be able to provide funding options for the most risk-averse to the most aggressive participant.

However, when it comes to retirement programs, MetLife recognizes that one size does not fit all. Because most employees prefer to have a choice of investment options, MetLife also offers a suite of new products and services for the non-ERISA market that have been designed to serve the unique investment objectives of every employee.

Additional support that will benefit your retirement program:

 
Administrative Services Support to Plan Sponsors with Fiduciary and Compliance Responsibilities

Current 403(b) regulations create a greater level of employer involvement in the documentation and operation of 403(b) plans than in years past.

MetLife's ComplyNowSM  Program is designed to provide 403(b) plan sponsors with tools that help them respond to some of the key requirements of employers 403(b) plan regulations.

The ComplyNowSM Program focuses on:

  • Proper plan implementation and documentation
  • Comprehensive employee communications
  • Ongoing plan operation and monitoring

Visit the ComplyNow Site for more information.

 

 
Financial Services Representatives

What really sets us apart from other providers is the direct support you and your employees receive from a dedicated, onsite MetLife Financial Services Representative (FSR). These professionals deliver targeted education and communication programs designed to educate your employees and maximize participation in your plan.

Your dedicated FSR:

  • Conducts onsite enrollment and education seminars
  • Meets with participants one-on-one to:
    • answer retirement plan questions
    • help complete enrollment and salary reduction forms
    • review financial needs
    • offer guidance for setting and achieving retirement goals
 

 
Strategies For Educating Your Employees

MetLife is committed to helping you reach the goals you've set for your retirement savings plan. We'll work with you to design a program to help boost your employees' participation in the plan and to help them achieve financial security by the time they retire.

The Right Message. The Right Time. The Right Media.

The Right Message To develop an effective communication strategy for your plan, we start by reviewing your plan goals. We can even survey your employees to identify any gaps in knowledge with respect to your retirement plan or other financial concepts. Using this information, we partner with you to develop communication and education campaigns that target different employee segments.
The Right Time To help your employees better understand the importance of saving for retirement, MetLife offers educational content through our Curriculum of Retirement Education (CORE) program. CORE is an integrated, multimedia platform that addresses the changing lifestyles and financial needs of your employees.
The Right Media Recognizing that employees have different learning styles, MetLife developed our Layers of Learning delivery model for educational programs. This approach focuses on making information available through a variety of methods — through our on-site representatives, traditional in-person seminars, online tools and personalized mailings.

 

 
MetLife Community Partnership

Over the years, MetLife has demonstrated a sustained commitment to K-12 education. We're much more than just life insurance, annuities and other types of insurance and employee benefit programs. Our work touches the lives of individuals who support students and their achievement, including school district administrators, principals and teachers. Examples of key MetLife education partnerships include:

Association of School Business Officials (ASBO International) – MetLife understands the importance of ongoing professional development for individuals who want to continuously refine and acquire new skills. We support ASBO's Bridges to the Future Program which is designed to develop the leadership capacity of new school district business managers. MetLife-funded scholarships enable individuals to attend ASBO's International's Annual Meeting and Leadership Conference, participate in professional development, and engage in ongoing networking activities.
National Association of Secondary School Principals (NASSP) – Because MetLife recognizes the value of exemplary school leadership, we support the NASSP Principal of the Year program. This program showcases outstanding high school and middle level principals who provide high-quality learning opportunities for students and model best practices.
The MetLife Survey of the American Teacher – Since 1984, MetLife has conducted this series of surveys that bring the views of educators and stakeholders to the attention of policymakers and the public. Survey topics have changed to address key issues over the years, but the premise remains the same: to give voice to teachers and others most familiar with classroom realities and most affected by education reform.

 

1 The Collective Investment Funds are products of the Trustee, not of MetLife.

Mutual funds and variable annuities are sold by prospectus only, which are available from your registered representative. Please carefully consider the product's features, risks, charges and expenses, and the investment objectives and policies of the underlying investments, as well as other information about underlying funding choices. This and other information is available in the prospectus, which you should read carefully before making purchases and allocations. Investment return and principal value will fluctuate with changes in market conditions such that shares and unit values may be worth more or less than the original value when redeemed. Diversification cannot eliminate the risk of investment loss.

Like most annuity contracts, MetLife contracts contain withdrawal charges, limitations, exclusions, holding periods, termination provisions and terms for keeping them in force. Contact your MetLife representative for costs and complete details. Because tax deferral is provided by the plan, participants who invest in an annuity contract under a plan should have a reason other than tax deferral to invest in an annuity contract, such as a guaranteed death or lifetime income benefits.

MetLife Resources is a division of Metropolitan Life Insurance Company (MLIC), 200 Park Avenue, New York, NY 10166. Securities offered through MetLife Securities, Inc. (MSI) (member FINRA/SIPC), 1095 Avenue of the Americas, New York, NY 10036. MetLife Auto & Home® is offered through Metropolitan Property & Casualty Insurance Company (Met P&C®), and its affiliates, Warwick, RI. Not available in all states. Some health insurance products offered through unaffiliated insurers through the Enterprise General Agency, Inc. (EGA), 300 Davidson Ave., Somerset, NJ 08873-4175. MLIC, MSI, Met P&C® & the EGA are MetLife companies.

 
 
 
 

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