There are three voluntary investment choices, which are defined contribution plans. They are the 403(b) tax shelter annuity, the 457 deferred compensation plan, and the 403(b) Roth. Complete the Salary Reduction Agreement form to participate.
The investment choices are managed by our third- party Administrator, Mid-America. Employees need to complete both the enrollment forms with one of the three approved vendors and the form from Mid-America.
If you are eligible for a matching contribution, Payroll will calculate it according to the appropriate labor contract/agreement.
NEW Click Here: Rockford Area Schools 403b 2019 Plan Summary Information
Approved 403B Vendors:
Empower (formerly Great West) Contact:
LPL Registered Representative
305 Minnetonka Ave. S. Suite 100, Wayzata, MN 55391
Phone: 952-955-8216 Fax: 952-955-8218 Email: email@example.com
Voya (formerly ING) Contact:
Brenton C Ruebling, Financial Advisor
Capital Street Financial Services, Inc.
85 East 7th Place, Suite 275, Saint Paul, MN 55101
Phone: 651-665-4300 Fax: 651-665-0121
Dana Effertz CRPC, CMFC, MBA | Financial Advisor | VALIC Financial Advisors, Inc.
7650 Edinborough Way | Suite 320 | Edina, MN 55435
Cell: 612-280-6149| Office: 952-838-7800 | Fax: 612-326-4021| Email: firstname.lastname@example.org
All new accounts and any changes must fill out a new SRA ( Salary Reduction Agreement)
TSA Salary Reduction Form