All Authorized Investment Providers
listed have entered into information sharing
agreements with the plan sponsor.
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Click
here to download and print the list of local agents.
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 School Board of Polk County.
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.
