314-277-9447 ryan.d.johnson@axa-advisors.com/ 309-339-0866
[Pages:1]Signing up for a 403(b)/457(b) plan
403 (B) Plan
AXA Equitable
Step 1. Contact Julie Moriarty, CLU, RICP (Julie.moriarty@ 314-277-9447) or Ryan Johnson (ryan.d.johnson@ 309-339-0866) to set up an account.
Step 2. Fill out the attached 403(b) salary reduction agreement form and send to Debbie Richardson in payroll.
Fidelity
Step 1. Sign up for an account using the steps on the Fidelity on-line enrollment form. The sign-up site is at . Click enroll today to begin the process. Make sure you use plan ID 54177 under new plan ID, the site defaults to a plan ID for individuals without an employer enrolled.
Step 2. Fill out the attached 403(b) salary reduction agreement form and send to Debbie Richardson in payroll.
Horrace Mann
Step 1. Contact Mike Roman (mike.roman@) to set up an account.
Step 2. Fill out the attached 403(b) salary reduction agreement form and send to Debbie Richardson in payroll
VALIC
Step 1. Contact Tracey Richardson (tracey.richardson@ /314-307-5037) or David Arns (david.arns@ /314-439-4850) to set up an account.
Step 2. Fill out the attached 403(b) salary reduction agreement form and send to Debbie Richardson in payroll
457 (b) Plan (Roth option available as well)
Step 1. Contact Tracey Richardson (tracey.richardson@ /314-307-5037) or David Arns (david.arns@ /314-439-4850to set up an account. Or go to my.onlineenrollment to set up an account. Our Access Code is 44528235. It is recommended to use a browser besides internet explorer for the sign-up.
Step 2. Fill out the attached 457 agreement form and send to Debbie Richardson in payroll.
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