• 403(b) Plan Info
  • 457(b) Plan Info
  • Vendors
  • Forms and Documents
  • Investment Reference
  • Calculators
Access Your Account via Retirement Manager
Employee and Retiree Service Center (ERSC)
Phone: 301-517-8100
Email: ERSC@mcpsmd.org
Location
7361 Calhoun Place
Suite 190
Rockville, MD 20855
Hours of Operation
Mon–Fri, 8:00am–4:30pm
Plan Administrators
John Kevin
Dodi Lambert
Plan Documents
403(b) and 457(b)
(both of these are PDF files)
Pension Information
Learn about the Maryland State Teachers Pension and the MCPS Employees Pension
Read the IRS Universal Eligibility Notice »
> Home > Vendors
Vendors
The Montgomery County Public Schools selects vendors based on a competitive bid process every two or three years. Vendors are selected based on investment options, servicing commitments and costs. MCPS requested information from each vendor relating to the investment options currently available to employees. Click on each vendor’s link below to learn more.
Fidelity Investments Hendershot Financial
(Lincoln Investments)
ING
Lincoln Financial
Group
MetLife Resources Smith Barney
T. Rowe Price TIAA-CREF VALIC

The nine companies listed above and their representatives [see full list (PDF)] are approved to offer 403(b) and 457(b) defined contribution plans to Montgomery County Public Schools (MCPS) employees. The representatives of these companies are authorized to periodically visit work locations to meet with existing and prospective clients. Representatives of the nine approved companies should be granted access to work locations as requested if it is not disruptive to normal activities and appropriate identification is provided.

Granting access to your building to representatives of other 403(b) and 457(b) companies not approved by MCPS is not permitted.

MCPS does not review, approve or endorse any of the investment options that may be offered by any vendor in connection with the plan(s). As a plan participant, you are solely responsible for the review and selection of any and all plan investment options... read more »
Related Information
MCPS Assets
12/31/08 MCPS Defined Contribution Plan Assets (PDF)
12/31/07 MCPS Defined Contribution Plan Assets (PDF)
Forms and Documents
403(b) Salary Reduction Agreement (PDF)
457(b) Salary Deferral Agreement (PDF)
Please be sure that you have completed a vendor application to establish your account prior to submitting a salary reduction or salary deferral request to MCPS.
403(b) Plan Document (PDF)
457(b) Plan Document (PDF)
Annual Limit Notice (PDF)
You will need the free Acrobat Reader to view the many PDF files linked from this site