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@

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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

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Educators Financial Services, Ins (ESI) Joshua Decker (651) 292-4895

403(b) and Roth 403(b) only cell (612) 940-3587

joshd@

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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



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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

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Minnesota Deferred Comp. Plan 1-877-457-6466

457 only website for forms:

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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@_

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Horace Mann Life Insurance Sue Grieme

403(b) only (952) 423-3647 ext 3

sue.grieme@

Scott Wright

(952) 431-2121

scott.wright@

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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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