DeSoto County School District

Authorized Investment Providers of 403(b)/403(b)(7) Accounts and 457(b) Deferred Compensation Plans
 
Authorized Investment Providers for 403(b)/403(b)(7) Accounts
Companies Phone Number

American Century Investments

1-800-345-3533

AXA Equitable Life Insurance Company

1-800-628-6673

PlanMember Services

1-800-874-6910

VALIC

            1-800-448-2542

Waddell & Reed, Inc.

1-727-573-7711

457(b) Deferred Compensation Plans

Companies Phone Number

American Century Investments

1-800-345-3533

AXA Equitable Life Insurance Company

1-800-628-6673

PlanMember Services

1-800-874-6910

Suncoast Federal Credit Union 1-800-999-5887
VALIC

            1-800-448-2542

Waddell & Reed, Inc.

1-727-573-7711

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

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If you are interested in starting an account or need to speak with a representative of one of the above companies, please contact the Employee Benefits/Insurance Department for a list of local representatives and local phone numbers for each company. Employees should contact a local representative to obtain specific information on plans available.
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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) and 457(b) accounts for the employees of the DeSoto County School District.

This list does not reflect any opinion as to the financial strength or quality of product or service for any company.



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