Tax Sheltered Annuities and Roth IRA's:
| Active Vendor Name |
Investment Company Contact |
Ameriprise Financial Services* |
John M. Nixon
Phone: (434) 534-8875
[email protected]
Phone: (724) 434-1545
www.ameriprise.com |
| Aspire Financial Services |
Eric O'Neill
Phone: (540)775-9415
[email protected]
|
Community Financial Group
AXA-Equitable |
Fredericksburg Office: 540-604-5690
[email protected]
Will Mears
[email protected]
540-604-5690
|
ING Life Insurance and Annuity Co./
Reliastar Life Insurance Co.* |
Toll Free # 800-262-3862 |
| MetLife* |
Iris Bernstein, 732-764-8910 |
| Security Benefit* |
Warren Hill, 703-586-0198
Robert Brown, 804-918-5628
Susan Cain, 888-724-7526 Ext. 3423 |
Online Enrollment & Web Access Guide
403(b) Salary Deferral and Investment Election Agreement
This benefit is handled by a Third Party Administrator, PenServ Plan Services.
For further information or for assistance with this process, please contact PenServ at:
Return Documents to:
PenServ Plan Services, Inc.
P.O. Box 3109
West Columbia, SC 29171
Phone: 800-849-4001
Fax: 803-791-5925