School Board of Polk County, Florida PAYROLL DEDUCTION AUTHORIZED ANNUITY COMPANIES

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1 School Board of Polk County, Florida PAYROLL DEDUCTION AUTHORIZED ANNUITY COMPANIES Revised 06/24/14

2 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

3 ALLEN & Co. of FL Main Contact Information ALLEN & of FL 1401 S. Florida Ave Address Line 2: Lakeland, FL Customer Service Agent of Record for Contact Information Michael Wright 1401 South Florida Avenue Address Line 2: Lakeland, FL Ron Riggs Keith Albritton Laura Hawley Cynthia Marotz

4 ALLEN & Co. of FL cont d Troy Garcia Dana Hurley R. Ferron Edwards Diane Burr Fred Lopez Lyonal Lindsey

5 American Century Investments Main Contact Information Tim Gillin 4500 Main Street Address Line 2: Kansas City, MO 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

6 Ameriprise Financial Main Contact Information Ameriprise Financial AMP Financial Center Address Line 2: Minneapolis, MN Agent of Record for Contact Information Steven Petersen 1910 Lakeland Hills Blvd Address Line 2: Lakeland, FL Ronald L. Rimmer Susan Giroux Steven Taylor Jeffery Wallace

7 Ameriprise Financial cont d Karen Tiner Rudy Molnar

8 AXA Equitable Main Contact Information AXA Equitable PO Box Address Line 2: Newark, NJ Agent of Record for Contact Information Steven Smitten 4890 W. Kennedy Blvd. STE. 800 Address Line 2: Tampa, FL Address: Jose Rodriguez Address: Chelsea Brown Address: Allen Claggett Address: Zaccariah Cordova Address:

9 AXA Equitable cont d Address: Donald Quill [email protected] Clay Knuth Address: [email protected] David Vente Keith Sierra Address: [email protected]

10 Main Contact Information CPS Investment Advisors CPS Investment Advisors 1509 South Florida Avenue Address Line 2: Lakeland, FL Agent of Record for Contact Information Nolen Bailey 1509 South Florida Avenue Address Line 2: Lakeland, FL EXT Chas P. Smith EXT 112 Jim Luffman EXT Michael A. Riskin EXT Michael L. Lawton EXT

11 CPS Investment Advisors cont d Gary Clark EXT [email protected] Peter A. Golotko EXT 115

12 Great American Main Contact Information Great American 525 Vine St FVP Address Line 2: Cincinnati, OH Agent of Record for Contact Information Steve Neperud 301 E. 4th Street, 11th Floor Address Line 2: Cincinnati, OH ext Angelo Brooks Michael Cameron Robert Cavanaugh Donna Seymour

13 Great American Brad Dantzler Woodrow Hicks Mr. Tom Magennis Glen Jones Dan Snow

14 Horace Mann Main Contact Information Horace Mann 215 Imperial Blvd, Suite A1 Address Line 2: Lakeland, FL Agent of Record for Contact Information Dean Surris 1809 E. Broadway St., Suite 344 Address Line 2: Oviedo, FL Greg Badgerow Joe Fisher Kevin D Humphrey Leon Sturk

15 Horace Mann Chad Langford Latanya Joseph Harley Chuck Langford Robert Bobby Sturk Alan Pullaro Lori Long

16 ING Retirement Plans Main Contact Information ING Retirement Plans 151 Farmington Ave Address Line 2: Hartford, CT Agent of Record for Contact Information Robert Bob Cavanaugh 3523 Royal Ct. S. Address Line 2: Lakeland, FL Armando Blondin Samuel Rosenberger Catherine Rideout Kelly Demo

17 ING Retirement Plans Debbie Schoonover or Marsha Odor

18 Life Insurance of the SouthWest Main Contact Information Life Insurance of the SouthWest 1300 W Mockingbird Lane Address Line 2: Dallas, TX Agent of Record for Contact Information Maryann Ellis 1300 W. Mockingbird Address Line 2: Dallas, TX Robert Heiple Melissa Banuchi Aimee Tielves Rene Aleman

19 Life Insurance of the SouthWest cont d. Robert Cavanaugh Ronald Somers Robert Clark Randy Burke Scott Self Catherine Rideout Eric Owens

20 Plan Member Services Main Contact Information Address Line 2: Plan Member Services Agent of Record for Contact Information Richard Rush 1052 Willa Springs Dr. Address Line 2: Winter Springs, FL ext Mike Berzovich Karen Watson David Payne ext. 307 Kelly Demmo

21 Plan Member Services cont d Tracy Gillette Eric Tharp Andrew Gammon

22 VALIC Main Contact Information VALIC P.O. Box Address Line 2: Amarillo, TX Agent of Record for Contact Information Vince Sorrentino Research Pkwy Suite 132 Address Line 2: Orlando FL ext Gregory Koenig Ext Cheri Kent Ext Beth Courtney (321) Allison Hudson (407)

23 VALIC cont d Clint Braswell (321) Tom McDonald (407) [email protected] John Hall (407) [email protected]

24 Waddell & Reed Main Contact Information Address Line 2: Waddell & Reed To log in online To log in online at the Waddell & Reed Website :case # Agent of Record for Contact Information Debra Schmidt 4300 W. Cypress St. Suite 725 Address Line 2: Tampa FL Ken Carruba Mike Milas Todd Mazur Wendy Thomas

25 457(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