Retirement Plans

City of Lynn Retirement Plans

Welcome to the City of Lynn Retirement Plans webpage.  This page provides information on the retirement options available to city employees and resources to help you plan for your future.  The City of Lynn partners with TSA Consulting Group, Inc. (TSACG) to provide expert administration for these plans.

Available Retirement Plans 

City employees have access to several retirement savings options:

  • 403(b) Plan – A tax-deferred retirement plan designed for school employees, allowing contributions through payroll deductions.

  • 457 Deferred Compensation Plan – A supplemental retirement plan offering additional savings opportunities and tax advantages.

  • Roth Contributions – Post-tax contributions that grow tax-free, giving you flexibility in retirement.

 

AXA Equitable - Mutual Fund  (403(b), 457, ROTH 403 and ROTH 457)

Marc Foley - (781) 237-8230
Email: [email protected]
Schedule Meetings: Marc Foley Calendar

Gabriella Koziol - (781) 237-8294
Email: [email protected]
Schedule Meetings: Gabriella Koziol Calendar

Empower (MA 457)   (457 and ROTH 457)

Ngan Wedemeier - 781-663-1087
Email: [email protected]

Lincoln Investments   (403(b), 457, ROTH 403 and ROTH 457)

Kent Niebuhr – (781) 619-3399
Email: [email protected]

Nationwide (NATION)     (403(b), 457, ROTH 403 and ROTH 457)

Eli Gonzalez, CRES
Senior Retirement Specialist
Email: [email protected] Telephone: 508-250-9796
Schedule Meetings: Click Here For Appointments

Security Benefit (SECBEN)   (403(b), 457, ROTH 403 and ROTH 457)

Brian Thomas, Financial Consultant
CCR Wealth Management – Cetera Advisors
Main Line: 781 496 3900 – Direct Line: 781 519 0461
Email: [email protected]

Christopher Fogarty, Financial Advisor
Cetera Advisors LLC
Main Line: 781 254-4033
Email: c.fogarty@ceteraadvisors.com

Website: Fogarty-financial.com

The City of Lynn uses the following Third-Party Administrator to handle 457(b) plan documents:

TSA Consulting Group, Inc.  (TSACG - City of Lynn)
Attn: Participant Transactions Department
28 Ferry Road SE, Fort Walton Beach, FL 32548
Phone: (888) 796-3786 Ext. 4
Fax: (866) 741-0645