403b TSA Vendors
The following is a listing of the current vendors who provide services to participate in a 403B Plan where tax-sheltered retirement savings may be directly deposited from your payroll check into a tax-sheltered retirement account of your choice. Participation with any of these vendors is at the employee's discretion and is initiated directly with the vendor by the employee.
New employees may establish a TSA deduction with payroll upon hire. Current employees with an established TSA payroll deduction may change their TSA deduction only on specific dates as designated by the Director of Facilities and Operations.
| Vendor | Address | Contact/Phone Number | Sharing Document |
| Ameriprise Financial | 800 Main St. So #215 Southbury CT 06488 |
Yes | |
| Citistreet Associates LLC | 101 Barnes Rd., Suite 100 Wallingford CT 06492 | David Caraglior 203-265-3775 |
Yes |
| First Investors Corp. | Attn: New Accounts Dept. 127 Washington Ave. North Haven CT 06473 |
Michael Thompson
|
Yes |
| Franklin Templeton | c/o TFTC Retirement Plan PO Box 33033 St. Petersburg FL 33733 |
Patrick Carney Christopher Galvin Mark Powers |
Yes |
| Great American Life Insurance | 773 Straits Turnpike Middlebury CT 06762 |
Mark Powers 1-800-854-3649 |
Yes |
| ING Financial Advisors | 75 Berlin Rd., Suite 110 Cromwell CT 06416 |
Steven Moretta 1-800-784-6386 1-860-368-3319 |
Yes |
| Compass Capital Management | 2 Pomperaug Office Park #301 Southbury CT 06488 |
Thomas Paron Joel Kiperman |
Yes |
| Metropolitan Life |
101 Barnes Road Suite 100 Wallingford, CT 06492 |
David Caraglior 203-265-3775 Billy Dwyer 203-689-9026 |
Yes |
| AXA Equitable | AXA Advisors, LLC 2321 Whitney Ave., Suite 503 Hamden CT 06518 |
Mark Fromowitz 203-288-4351 |
Yes |
| Vanguard | PO Box 1106 Valley Forge PA 19482 |
Plan iD 1008817 Pomeraug Regional School District 15 |
Yes |
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- Last Updated: 09-23-2011