AMFI - Pitt County Schools



PITT COUNTY SCHOOLS

APPROVED PROVIDER LIST

403b and 457 Plans

Pitt County Schools offers a 403(b) and 457 tax sheltered annuity (TSA) retirement savings plans to all employees. Employees can contribute a portion of their wages on a monthly basis into a TSA plan on a pre-tax basis. This provides the employees a tax- advantage retirement savings plan.

All employees are eligible to participate in the 403(b) and 457 TSA programs. Below is the list of approved TSA providers for Pitt County Schools. For enrollments please contact the representative of the company listed below. For all changes, or any other action, please contact the third party administrator for Pitt County Schools, which is TSA Consulting Group, at phone number 1-888-796-3786, or fax number 1-866-741-0645.

|EQUI |EQUITABLE LIFE INSURANCE |Jeff Nowak (252) 756-8810 |

| | |Daniel Stieh (908) 463-4114 |

|FIG |FIDELITY & GUARANTY |Walt Thompson 1-800-597-8752 |

|GA-457 |GREAT AMERICAN 457 PLAN |Shane Robinson (252) 375-7444 |

|GEAM |GENERAL AMERICAN LIFE INS. CO. |1-800-237-8872 |

|GRAM |GREAT AMERICAN LIFE INS. CO. |Shane Robinson (252) 375-7444 |

|HORA |HORACE MANN LIFE INS. CO. |1-800-999-1030 |

|IDS |AMERICAN EXPRESS FIN. ADV. (AMERIPRISE) |(252) 355-5222 |

|ING/ ING ROTH |FORMERLY NORTHERN LIFE INS. COMPANY/RELIASTAR |Charles Alford (252) 977-1935 |

|ING457 |457 PLAN AND ROTH PLAN |Shane Robinson (252) 375-7444 |

|LIP / LIP457/ LIPROTH/|LINCOLN INVESTMENT PLANNING/457 PLAN |Shane Robinson (252) 375-7444 |

|LIP457R | | |

|LSW / LSW457 |LIFE INS. CO. OF SOUTHWEST |Sharon MacKenzie (434) 510-8842 |

|METR |METROPOLITAN LIFE INS. CO. |Stephen Brody (252) 321-7678 |

|NYL |NEW YORK LIFE INS. CO. |Vera Braswell (252) 752-0279 |

|OPP |OPPENHEIMER FUNDS |Ryan Monteleone (252) 746-3888 |

|SBG 457 |NEA VALUE BUILDER 457 PLAN |Shane Robinson (252) 375-7444 |

|TALIFE |TRANS AMERICAN LIFE INS. AND ANNUITY CO. |Shane Robinson (252) 375-7444 |

|USAA |USAA LIFE INSURANCE CO. |1-800-531-8000 |

|VAL VAL2 |VALIC 403 b and 457 |WWW. |

|401K/ROTH |PRUDENTIAL INS. CO. |1-866-624-0151 |

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