School Board of Polk County, Florida PAYROLL DEDUCTION AUTHORIZED ANNUITY COMPANIES Revised 04/28/14
Introduction The School Board of Polk County currently supports a 403(b) retirement savings plan. These plans are available only to employees of public school systems and certain other non-profit organizations. These employee accounts are commonly referred to as Tax Sheltered Annuities or TSAs because at one point only standard interest annuities and variable annuities were allowable account types. In 1974 the passage of the Employee Retirement Income Security Act (ERISA) added mutual funds under custodial arrangements as an additional investment option. All regularly scheduled employees may elect to contribute a limited portion of their salary before taxes to one of the authorized plans available through their employer. For more information on contribution limits, see the "Calculations" section of our site. Table of Contents ALLEN & of FL AMERICAN CENTURY AMERIPRISE FINANCIAL AXA EQUITABLE LIFE CPS Investment Advisors GREAT AMERICAN HORACE MANN ING RETIREMENT PLANS LIFE INSURANCE OF THE SW PLAN MEMBER SERVICES VALIC WADDELL & REED
ALLEN & of FL Main Contact Information ALLEN & of FL 1401 S. Florida Ave Address Line 2: Lakeland, FL 33803 Customer Service 863-688-9000 Agent of Record for Contact Information Michael Wright 1401 South Florida Avenue Address Line 2: Lakeland, FL 33803 863-616-6047 Ron Riggs 688-9000 Keith Albritton 688-9000 Laura Hawley 688-9000 Cynthia Marotz 688-9000
ALLEN & of FL cont d Troy Garcia 688-9000 Dana Hurley 688-9000 R. Ferron Edwards 688-9000 Diane Burr 294-7411 Fred Lopez 688-9000 Lyonal Lindsey 688-9000
American Century Investments Main Contact Information Tim Gillin 4500 Main Street Address Line 2: Kansas City, MO 64141 800-345- 3533 Business Retirement Specialists Available: Monday through Friday from 7:00 a.m. to 5:30 p.m. Central Time Agent of Record for Contact Information Local Office 1910 Lakeland Hills Blvd Address Line 2: Lakeland, FL 33805 800-345- 3533
Ameriprise Financial Main Contact Information Ameriprise Financial 50799 AMP Financial Center Address Line 2: Minneapolis, MN 55474 863-682-6134 Agent of Record for Contact Information Steven Petersen 1910 Lakeland Hills Blvd Address Line 2: Lakeland, FL 33805 863-688-6863 Ronald L. Rimmer 863-688-6863 Susan Giroux 863-688-6863 Steven Taylor 863-688-6863 Jeffery Wallace 863-688-6863
Ameriprise Financial cont d Karen Tiner 863-688-6863 Rudy Molnar 407-839-0433
AXA Equitable Main Contact Information AXA Equitable PO Box 13463 Address Line 2: Newark, NJ 07188-0463 1-800-628-6673 Agent of Record for Contact Information Steven Smitten 4890 W. Kennedy Blvd. STE. 800 Address Line 2: Tampa, FL 33609 813-282-9088 Email Address: Steven.smitten@axa-advisors.com Jose Rodriguez 407-926-2588 Email Address: Jose.delgado@axa-advisors.com Chelsea Brown 813-466-3154 Email Address: Chelsea.brown@axa-advosors.com Allen Claggett 813-466-3191 Email Address: Allen.claggett@axa-advisors.com Carlos Moisa 813-466-3144 Email Address: Carlos.moisa@axa-advisors.com
AXA Equitable cont d Email Address: Donald Quill 407-276-0991 Donald.quill@axa-advisors.com Clay Knuth 863-232-9081 Email Address: Clay.knuth@axa-advisors.com David Vente 813-282-9088 Keith Sierra 813-466-3142 Email Address: Keith.sierra@axa-advisors.com
Main Contact Information CPS Investment Advisors CPS Investment Advisors 1509 South Florida Avenue Address Line 2: Lakeland, FL 33803 Agent of Record for Contact Information 863-688-1725 877-564-6277 863-688-0692 www.cpalliance.com Nolen Bailey 1509 South Florida Avenue Address Line 2: Lakeland, FL 3803 863-688-1725 EXT 138 Email: Nolen@cpalliance.com Chas P. Smith csmith@cpalliance.com 863-688-1725 EXT 112 Jim Luffman 863-688-1725 EXT 103 Email: jim@cpalliance.com Michael A. Riskin 863-688-1725 EXT 116 Email: MRiskin@cpalliance.com Michael L. Lawton 863-688-1725 EXT 101 Email: mlawton@cpalliance.com
CPS Investment Advisors cont d Gary Clark 863-688-1725 EXT 120 Email: Gary@cpalliance.com Peter A. Golotko 863-688-1725 EXT 115
Great American Main Contact Information Great American 525 Vine St FVP Address Line 2: Cincinnati, OH 45269 800-854-3649 Agent of Record for Contact Information Steve Neperud 301 E. 4th Street, 11th Floor Address Line 2: Cincinnati, OH 45202 800-438-3398 ext. 17197 Angelo Brooks 407-234-5040 Michael Cameron 813-759-8485 Robert Cavanaugh 863-646-7389 tsabob@aol.com Donna Seymour 863-326-9833
Great American Brad Dantzler 863-298-9569 Woodrow Hicks 863-683-7907 Mr. Tom Magennis 407-970-6983 Glen Jones 863-226-4497 Dan Snow 407-529-6291
Horace Mann Main Contact Information Horace Mann 215 Imperial Blvd, Suite A1 Address Line 2: Lakeland, FL 33803 800-999-1030 Agent of Record for Contact Information Dean Surris 1809 E. Broadway St., Suite 344 Address Line 2: Oviedo, FL 32765 407-625-0784 Greg Badgerow 863-701-7177 Joe Fisher 863-686-4040 Kevin D Humphrey 813-765-6894 Leon Sturk 407-574-2255
Horace Mann Chad Langford 863-644-7300 Latanya Joseph 863-519-0003 Harley Chuck Langford 863-644-7300 Robert Bobby Sturk 863-439-5555 Alan Pullaro 863-519-0003 Lori Long 352-303-2807
ING Retirement Plans Main Contact Information ING Retirement Plans 151 Farmington Ave Address Line 2: Hartford, CT 06156 877-884-5050 Agent of Record for Contact Information Robert Bob Cavanaugh 3523 Royal Ct. S. Address Line 2: Lakeland, FL 33812 863-646-7389 Armando Blondin 954-389-9400 Samuel Rosenberger 863-619-2600 Catherine Rideout 863-644-5319 Kelly Demo 800-330-4014
ING Retirement Plans Debbie Schoonover 800-424-3185 or 863-655-4878 Marsha Odor 813-269-7100
Life Insurance of the SouthWest Main Contact Information Life Insurance of the SouthWest 1300 W Mockingbird Lane Address Line 2: Dallas, TX 75247 1-800-579-2878 Agent of Record for Contact Information Maryann Ellis 1300 W. Mockingbird Address Line 2: Dallas, TX 75247 214-638-9259 Robert Heiple 863-214-7148 Melissa Banuchi 813-857-6667 Aimee Tielves 863-453-3599 Rene Aleman 407-416-3219
Life Insurance of the SouthWest cont d. Robert Cavanaugh 863-646-7389 Paula Competelli 813-494-0282 Email: pcompetelli@aol.com Robert Clark 941-773-2174 Randy Burke 863-670-7055 Email: burkefarm@msn.com Scott Self 813-495-0692 Email: Scott.self.tampa@gmail.com Catherine Rideout 863-644-5319 Eric Owens 731-610-0162 Email: eowens03@gmail.com
Plan Member Services Main Contact Information Address Line 2: Plan Member Services 1-800-874-6910 Agent of Record for Contact Information Richard Rush 1052 Willa Springs Dr. Address Line 2: Winter Springs, FL 32708 800-874-6910 ext. 2332 Mike Berzovich 800-330-4014 Karen Watson 727-791-0577 David Payne 407-678-4014 ext. 307 Kelly Demmo 407-489-3883 800-330-4014
Plan Member Services cont d Tracy Gillette 813-914-0440 Eric Tharp 407-721-3665 Andrew Gammon 407-438-2012
VALIC Main Contact Information VALIC P.O. Box 15648 Address Line 2: Amarillo, TX 79105-5648 800-448-2542 1-877-202-0187 Agent of Record for Contact Information Vince Sorrentino 12001 Research Pkwy Suite 132 Address Line 2: Orlando FL 32826 800-892-5558 ext. 89748 407-257-8309 Gregory Koenig 863-224-1934 800-892-5558 Ext. 89806 Cheri Kent 800-892-5558 Ext. 88579 863-268-4192 Beth Courtney (321) 848-3477 Allison Hudson (407) 920-7868
VALIC cont d Clint Braswell (321) 735-4994 Tom McDonald (407) 494-8192 Email: tom.mcdonald@valic.com John Hall (407) 808-8933 john.hall@valic.com
Waddell & Reed Main Contact Information Address Line 2: Waddell & Reed To log in online To log in online at the Waddell & Reed Website :case # 937-80048 800-683-2135 Agent of Record for Contact Information Debra Schmidt 4300 W. Cypress St. Suite 725 Address Line 2: Tampa FL 33607 913-236-1517 Ken Carruba 813-348-0097 800-683-2135 Mike Milas 813-348-0097 800-683-2135 Todd Mazur 727-573-7711 800-881-3195 Wendy Thomas 727-573-7711 800-881-3195
457(b) & 403(b) ROTH In addition to 403(b) retirement plans, the School Board of Polk County offers 457(b) deferred compensation plans to its employees. These plans are available to certain tax-exempt and governmental employers. With the passage of the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA), contribution limits were dramatically changed. For this year's contribution limits, please click here. These limits will gradually increase each year. In addition, 457(b) plans now have separate limits which are not reduced by employee contributions into either a 403(b) or 401(k) plan. 457 (b) DEFERRED COMPENSATION PLANS VALIC Great American Financial Resources ING Retirement Plans Plan Member Services ROTH 403 (b) Plans AXA Equitable Life Assurance Horace Mann Life Insurance Company of the SouthWest VALIC AXA Equitable Life Assurance Great American Financial Resources ING Retirement Plans Life Insurance Company of the SouthWest Plan Member Services