INTERMEDIATE SCHOOL DISTRICT #917
INTERMEDIATE SCHOOL DISTRICT #917
1300 145th Street East
Rosemount, Minnesota 55068-2999
Effective January 1, 2016
As a new or current employee of the school district you are allowed to enroll in the Tax Sheltered Annuities (TSA: 403(b), 457 and Roth 403b). Listed below are the approved district vendors:
Name: Contact:
VALIC (formerly AIG Retirement) David Koller (612) 747-2629
403(b) and Roth 403(b) only (800) 892-5558 ext. 87930 (VM)
David.Koller@
__________________________________________________________________________________________________
Ameriprise Financial Services, Inc. Jim Gerten (651)552-1172 (cell) (651) 491-6261
403(b) only James.m.gerten@
Burnsville (952) 808-5425
Edina (952) 857-1220
New Brighton (651) 635-1794
_________________________________________________________________________________________________
Educators Financial Services, Ins (ESI) Joshua Decker (651) 292-4895
403(b) and Roth 403(b) only cell (612) 940-3587
joshd@
__________________________________________________________________________________________________
AXA Equitable Life Assurance Nathan Rolek (612-600-7496) Mark Landis (651) 789-0425
403(b) and Roth 403(b) only Nathan.Rolek@axa- cell (651) 402-9279
__________________________________________________________________________________________________
Fidelity Investments 1-800-343-0860
403(b) only for Plan Nbr 67451 Fidelity is accepting contributions only set up through the number above not independent financial advisors
__________________________________________________________________________________________________
Minnesota Deferred Comp. Plan 1-877-457-6466
457 only website for forms:
_________________________________________________________________________________________________
Voya Financial (effective 5-01-14) Michael Stein (612) 492-0213
(formerly ING -Aetna Life Insurance) 100 Washington Ave S Suite 730 Mpls Mn 55401
403(b) only mstein@_
__________________________________________________________________________________________________
Horace Mann Life Insurance Sue Grieme
403(b) only (952) 423-3647 ext 3
sue.grieme@
Scott Wright
(952) 431-2121
scott.wright@
__________________________________________________________________________________________________
Waddell & Reed Ryan Haddorff (952) 884-1503
403(b) and Roth 403(b) only ryanhaddorff@
Bradley Moir (651) 452-8050
bmoir@
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