Salisbury Township School District

Authorized Investment Providers of 403(b)/403(b)(7) Accounts
 
 
403(b) and 403(b)(7) Tax Sheltered Accounts 
Companies Phone Number
Ameriprise Financial 1-800-862-7919
AXA Equitable Life Insurance Company 1-866-294-3522
Fidelity Investments 1-800-343-0860
Kade Margolis Corp. 1-800-433-1828
Lincoln Investment Planning, Inc. 1-800-242-1421
MetLife Resources 1-800-560-5001
Oppenheimer Funds 1-888-470-0862
Putnam Funds 1-800-662-0019
Security Benefit Group 1-800-888-2461
Symetra Financial 1-800-796-3872

All Authorized Investment Providers listed have entered into information sharing agreements with the plan sponsor.


Board Policy and District administrative requirements allow companies which meet certain standards and maintain a minimum number of employee accounts to provide 403(b) TSA accounts to employees. The companies listed above are currently authorized under administrative guidelines to establish 403(b)/403(b)(7) accounts for the employees of the Salisbury Township School District.

This list does not reflect any opinion as to the financial strength or quality of product or service for any company. Employees should contact a local representative to obtain specific information on plans available.

 



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