Jackson County School Board

Authorized Investment Providers of 403(b)/403(b)(7) and ROTH 403(b) Accounts
 
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

1-850-297-0780
...............................

Vanguard Investments

1-800-662-2003
...............................

Waddell & Reed, Inc.

1-888-293-2511
...............................

   
Authorized Investment Providers for ROTH 403(b) 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

1-850-297-0780
...............................

Waddell & Reed, Inc.

1-888-293-2511
...............................

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 Jackson County School Board.

This list does not reflect any opinion as to the financial strength or quality of product or service for any company. Local phone numbers for representatives of each company listed above are available through the Finance Department. Employees should contact a local representative to obtain specific information on plans available.



15 Yacht Club Drive NE  |  Fort Walton Beach, FL 32548  |  Fax: (850) 244-7308 
Copyright © 2010  [TSA Consulting Group, Inc./TSACG].  All Rights Reserved.