Investment Plans 403(b) and 457

Investment Plans - Voluntary

Employees have available to them a variety of Individual Voluntary benefits plans.

These plans include

  • 403(b) Tax Sheltered Annuities
  • ROTH 403(b) Plans
  • 457 Deferred Compensation Plans

Employees should contact a representative (authorized vendor) to obtain specific information on plans available.

Employees that are interested in Voluntary benefit plans have the option of payroll deduction with an approved service provider.

Voluntary Investments Products - Agent Supported

Corebridge/AIG (Formerly VALIC) Tax Sheltered Annuity 403(b) / Roth 403(b) / 457 Deferred Compensation Plan

Jesse Wickham (850)418-3686 jesse.wickham@valic.com

Timothy Schossow (850)477-0063 (850) 503-5044 Cell timothy.schossow.corebridgefinancial.com

Dexter Leger (850) 477-0063 (850)384-1168 Cell dexter.leger@corebridgefinancial.com
ASPire Financial Services Tax Sheltered Annuity 403(b) / Roth 403(b)

Farris Bondurant (334)332-3460 flboundurant@woodmen.org

Lori Brabham (850)505-3637 lori.brabham@abmmfinancial.com

Eric Fishman (954)812-5686 efishman@primerica.com

Scott Shanks (850)934-4499 scott.shanks@edwardjones.com

Sharonda Owens 850-995-3382 Sharhonda Owens

Christopher Nix 850-637-1905 christopher.nix@primerica.com


AXA Equitable Life Insurance Company Tax Sheltered Annuity 403(b) / Roth 403(b) / 457 Deferred Compensation Plans

James Crooke (850)433-7108 james.crooke@equitable.com

Weston Cramer (850) 470-2424 weston.cramer@equitable.com
National Life Group/Life Insurance Company of the Southwest/ValuTeachers​ Tax Sheltered Annuity 403(b) / 457 Deferred Compensation Plans

Brandon Holmes (904)575-1232 bholmes@valuteachers.com

Tiffany Holmes (850) 315-1907 tholmes@valuteachers.com

Shirley Stokes (334)804-9787 stokesshirley@yahoo.com

Skipper Waller (940)634-2008 s-waller@sbcglobal.net
MetLife Resources - Brighthouse Life Insurance Company Tax Sheltered Annuity 403(b) / Roth 403(b) / 457 Deferred Compensation Plans

Glenda Gibson (850)478-1294 rgibson@financialguide.com
Midland National Life ​Tax Sheltered Annuity 403(b)

Paul Kent (850)380-9944 paulkent@cox.net

Frank Rossetti (352)293-2972 frossetti@fdrfinancial.com

Shelton King (904)438-1687 SKing@appreciationfinancial.com
Modern Woodmen Tax Sheltered Annuity 403(b) / Roth 403(b) / 457 Deferred Compensation Plans
New York Life Insurance & Annuity Corp. Tax Sheltered Annuity 403(b)

Margaret "LeAnn" Pickering (850)572-5029 mlpickering@ft.newyorklife.com

Jeremy Reeder (850)516-2160 jdreeder@ft.newyorklife.com
Plan Member Services Tax Sheltered Annuity 403(b) / Roth 403(b)

Ryan Ewart (386)689-6601 rewart@planmembersec.com

Matt Mendenhall (321)299-8099 mmendenhall@planmembersec.com

Clifford Walton (850)384-2232 cliffordwalton@planmembersec.com
Reliastar Life Insurance Co. (ING Retirement) Tax Sheltered Annuity 403(b) / Roth 403(b) / 457 Deferred Compensation Plans

Paul Kent (850)380-9944 paulkent@cox.net

No Agent Involved Investment Plans

Employee Instructions:

The funds listed in this section are all 403(b) investment funds.  All three companies offer 403(b) funds and Vanguard/Fidelity both also offer Roth 403(b) funds.  These companies offer direct, no agent involved, sign up directly through the TSA (Tax Shelter Annuities) website.  This site can be accessed at www.tsacg.com. Included below are the instructions for the Fidelity Process and the Vanguard Process.  Once in the portal you will also see an option to choose Great American Life Investment options.  These three companies are the only ones currently available through direct application processes on the TSA site.

Once registered and your account is established and verified through TSA, you can then submit a payroll deduction form to process your investment amount through your paycheck.  The forms for this processing are found below (American Century Services, Vanguard 403b Form, Vanguard Roth Form, Fidelity 403b Form, Fidelity Roth Form.  These forms should be submitted to Risk Management, c/o Alexandra Timmons for processing.  You can also email the form to us at timmonsa@santarosa.k12.fl.us.  Please make sure you sign the form before submission.

We suggest if you are uncertain about how these investments work or you need support in selecting the plan that best fits your needs, please reach out to a personal financial advisor of your choice or inquire with one of the companies/agents that handle these voluntary products (see the Agent Contact Information).

Forms for No Agent Involved Investments

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American Century 403(b) Form

Vanguard Process Vanguard ROTH Form Vanguard 403(b) Form

Fidelity Process Fidelity ROTH Form Fidelity 403(b) Form

Fidelity Agent-Involved

Aaron Skloff

askloff@skloff.com

908-531-6422