Tax Sheltered Annuity and Deferred Compensation

All employees of Franklin County Public Schools are eligible to participate in our 403(b) Tax Sheltered Annuity and 457(b) Deferred Compensation Programs. These programs allow employees to save additional money for retirement through pre-taxed payroll deductions or through taxed payroll deductions to a ROTH 403(b) account.

Below are approved 403(b) Tax Sheltered Annuity and 457(b) Deferred Compensation vendors. The following represent a large number of investment options. It is the responsibility of the employee to determine which option best suits their needs.

 Ameriprise Financial
Douglas Bleecker - (540) 996-0500
John White - (540) 777-5757, ext. 16

Oppenheimer Funds
Bill Pullen (VRSI) - (540) 420-0831
Tommie Crump - (336) 379-1815
Life Insurance Company of the Southwest
Greg James - (540) 420-0345
Bill Pullen (VRSI) - (540) 420-0831

Security Benefits
Bill Pullen (VRSI) - (540) 420-0831
Horace Mann
Brad Nuckles (540) 725-2168

Edward Jones
Ryan Lester/Cooper Woolson
Zach Wimmer - (540) 484-0203
ING
Bill Pullen (VRSI) - (540) 420-0831


  
  • Employees may start, stop or change their contributions to a 403(b) Tax Sheltered Annuity or 457(b) Deferred Compensation Plan at any time

 

  • Employees wishing to participate in our 403(b) Tax Sheltered Annuity or 457(b) Deferred Compensation Plan can do so by contacting an agency with the approved vendors above.
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