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.
Resources for Agent Supported:
403(b) Salary Reduction Agreement
403 (b) ROTH Salary Reduction Agreement
403(b) 457 Product Disclosure Form
457 Salary Reduction Agreement
2024 Meaningful Notice
Annual Retirement Benefits Guide
Plan Participation Guide
VOLUNTARY INVESTMENT PRODUCTS -AGENT SUPPORTED:
Corebridge/AIG (Formerly VALIC)
Tax Sheltered Annuity 403(b) / Roth 403(b) / 457 Deferred Compensation Plan
Jesse Wickham (850)418-3686 Email Jesse Wickham
Timothy Schossow (850)477-0063 (850) 503-5044 Cell Email Timothy Schossow
Dexter Leger (850) 477-0063 (850)384-1168 Cell Email Dexter Leger
ASPire Financial Services
Tax Sheltered Annuity 403(b) / Roth 403(b)
Farris Bondurant (334)332-3460 Email Farris Bondurant
Lori Brabham (850)505-3637 Email Lori Brabham
Eric Fishman (954)812-5686 Email Eric Fishman
Scott Shanks (850)934-4499 Email Scott Shanks
Sharonda Owens 850-995-3382 Email Sharhonda Owens
Christopher Nix 850-637-1905 Email Christopher Nix
AXA Equitable Life Insurance Company
Tax Sheltered Annuity 403(b) / Roth 403(b) / 457 Deferred Compensation Plans
James Crooke (850)433-7108 Email James Crooke
Weston Cramer (850) 470-2424 Email Weston Cramer
National Life Group/Life Insurance Company of the Southwest/ValuTeachers
Tax Sheltered Annuity 403(b) / 457 Deferred Compensation Plans
Brandon Holmes (904)575-1232 Email Brandon Holmes
Tiffany Holmes (850) 315-1907 Email Tiffany Holmes
Shirley Stokes (334)804-9787 Email Shirley Stokes
Skipper Waller (940)634-2008 Email Skipper Waller
MetLife Resources - Brighthouse Life Insurance Company
Tax Sheltered Annuity 403(b) / Roth 403(b) / 457 Deferred Compensation Plans
Glenda Gibson (850)478-1294 Email Glenda Gibson
Midland National Life
Tax Sheltered Annuity 403(b)
Paul Kent (850)380-9944 Email Paul Kent
Frank Rossetti (352)293-2972 Email Frank Rossetti
Shelton King (904)438-1687 Email Shelton King
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 Email M Pickering
Jeremy Reeder (850)516-2160 Email Jeremy Reeder
Plan Member Services
Tax Sheltered Annuity 403(b) / Roth 403(b)
Ryan Ewart (386)689-6601 Email Ryan Ewart
Matt Mendenhall (321)299-8099 Email Matt Mendenhall
Clifford Walton (850)384-2232 Email Clifford Walton
Reliastar Life Insurance Co.
(ING Retirement) Tax Sheltered Annuity 403(b) / Roth 403(b) / 457 Deferred Compensation Plans
Paul Kent (850)380-9944 Email Paul Kent
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 OMNI & TSACG Compliance Services. 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 Email Alexandra Timmons. 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
Fidelity Agent-Involved
Aaron Skloff
Email Aaron Skloff
908-531-6422