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403b / 457b Plans

 

Employee/Provider Transition Notification

 

Effective immediately, the companies listed below are authorized providers for the 403(b) (and 457(b)) retirement savings program for Alachua County Public Schools.

 

You are NOT required to transfer your existing account balances, but your new contributions must be directed to one of the authorized providers listed below.

If you are considering a transfer of assets, please review your existing 403(b) or 457(b) contract

to determine if any charges apply.

 

For forms and/or questions to please see: https://www.tsacg.com/employee_site/districts/florida/alachua.htm

 

The authorized providers below are members of the Model Plan created by the Florida Independent Benefits Council (IBC) for more information on the products and services available from these providers; you may wish to visit the IBC website at www.themodelplan.com or go to http://www.themodelplan.com/companies.html. You may also contact each provider at the toll free number listed below.

 

AIG Retirement Services

(variable annuity)

www.aigretirement.com

(800) 633-8960

 

 

 

 

American Century Investment

(no-load mutual funds)

www.americancentury.com/florida

(800) 345-3533

 

 

 

 

AXA Equitable

(variable annuity)

www.axa-equitable.com

(352) 682-0369

 

 

 

 

Plan Member Financial

(mutual funds)

www.planmemberfinancialcorporation.com

(800) 874-6910

 

 

 

 

Waddell and Reed

(mutual funds)

www.waddell.com

(888) 867-5175

 

 

 

The following authorized providers are not members of the IBC Model Plan yet are authorized as a provider in the Alachua County Public Schools 403(b) plan:

 

 

 

 

ING Retirement

(Fixed and variable annuity)

www.ing-usa.com

(800) 525-4225

 

 

 

 

Fidelity Funds

(no-load mutual funds)

www.fidelity.com

(800) 343-0860

 

 

 

 

Great American Life

(variable annuity)

www.gafri.com

(800) 854-3649

 

 

 

 

Legend Group

(mutual funds)

www.legendgroup.com

(800) 330-4944

 

 

 

IMPORTANT

Alachua County Public Schools does not endorse or recommend any provider.  Every employee should exercise due diligence in making financial decisions or changes.  Employees are encouraged to contact the company representative or speak with a certified financial advisor before making any decisions or changes in their investments.