Pomperaug Regional School District 15

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
1-800-239-3009
203-239-4545

 

Yes
Franklin Templeton c/o TFTC Retirement Plan
PO Box 33033
St. Petersburg FL 33733

Patrick Carney
203-562-5602

Christopher Galvin
203-288-2990 ext 129

Mark Powers
1-888-458-3902

Yes
Great American Life Insurance 773 Straits Turnpike
Middlebury CT 06762

Mark Powers
1-888-458-3902

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
203-264-8282

Joel Kiperman
203-264-8282

 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

 www.vangaurd.com

Plan iD 1008817

Pomeraug Regional School District 15

Yes