Investment Plans - Voluntary
Employees have available to them a variety of Individual Voluntary benefits plans.
These plans include
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.
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
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
Landon Ellison (251) 424-4869 landon.ellison@equitable.com
National Life Group/Life Insurance Company of the Southwest/ValuTeachers
Tax Sheltered Annuity 403(b) / 457 Deferred Compensation Plans
Len Adams (407)201-3708 ladams@appreciationfinancial.com
Brandon Holmes (904)575-1232 bholmes@valuteachers.com
Shirley Stokes
(334)804-9787
stokesshirley@yahoo.com
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
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).