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410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788

631-389-2358
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William Floyd (WFSD)

Complimentary 403(b) and 457(b) resources for William Floyd Elementary School staff. Meet in Hauppauge or by video through Atlas VirtualWealth. Start with a 10-minute checkup. No obligation.

Start the 10-Minute Checkup Text 631-904-0901

Choose How You Would Like to Continue

We’ll only follow up on the path you pick.

Start the Complimentary 10-Minute 403(b) Checkup We walk through fee lines and labels in plain language. I’m Not Enrolled Yet. I’d Like to Learn How to Start a 403(b) or 457(b) Learn the enrollment basics for school employees, including the WFSD OMNI SRA. I Already Contribute and I’d Like to Learn More About My Current Options We’ll learn it together and talk through next questions. Just Browsing. Please Do Not Follow Up Grab the checklist. We will not contact you unless you ask.

Resources

Complimentary Atlas Benefits Advisor pages for William Floyd Elementary School (WFES) staff.

Checklists and Guides

William Floyd Plan

William Floyd Union Free School District uses OMNI as the third-party administrator for the 403(b). Approved providers are on the district OMNI page. A salary reduction agreement (SRA) starts or changes the paycheck deferral. If the district also offers a 457(b), that is a separate election. Atlas Benefits Advisor is not the district and is not OMNI. Atlas Benefits Advisor explains your options in plain language so you can decide what fits.

Atlas Benefits Advisor Pages

Book a Complimentary 10-Minute 403(b) Checkup

Start with the checkup if you only have 10 minutes. Use a one-on-one Atlas VirtualWealth session with Christopher J. Vargas, LUTCF®, when you want more time. Complimentary. No product pitch.

Start the 10-Minute Checkup Book a 10-Minute 403(b) Checkup

Learn Our Approach to Fees

Just Browsing

Take the checklist and read at your pace. We will not follow up unless you ask.

Get the Checklist Email Me the Checklist

Frequently Asked Questions

Is this session complimentary?

Yes. The complimentary 10-minute checkup and the first Atlas VirtualWealth session come with no obligation.

What will we cover?

We look at a current 403(b) or 457(b), if you have one, and walk through educator options in plain language. You set the pace.

I already contribute. Is this still useful?

Yes. Many William Floyd Elementary School staff already contribute and want a clearer look at fees, fund choices, and whether a 403(b), a 457(b), or both may fit.

If I only read this page, will you contact me?

Only if you asked us to. If you are just browsing, we will not follow up.

How do I start?

Use the 10-minute checkup, call (631) 389-2358 (voice only), text (631) 904-0901, or email admin@atlasbenefitsadvisor.com.

How do I start or change a 403(b) at William Floyd?

William Floyd Union Free School District uses OMNI as the third-party administrator. Approved providers are listed on the district OMNI page. A salary reduction agreement, or SRA, starts or changes the payroll deferral. Atlas Benefits Advisor is not the district and is not OMNI.

No obligation. Go at your own pace.

Atlas Benefits Advisor
Christopher J. Vargas, LUTCF®
President & Chief Benefits Strategist
410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788
Call: 631-389-2358 (voice only) · Text: 631-904-0901
cvargas@atlasbenefitsadvisor.com
admin@atlasbenefitsadvisor.com
Hours: Monday to Friday, 9:00 a.m. to 5:00 p.m.; Saturday by appointment only