Investment Options

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.

The investment choices are managed by our third- party Administrator, TSA Consulting.

Employees are required to complete both the enrollment forms with one of the approved vendors and the form from TSA.

If you are eligible for a matching contribution, Payroll will calculate it according to the appropriate labor contract/agreement.

Investment Vendors

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 Email: bruebling@capitalstreet.biz
website: www.capitalstreet.biz

Valic  Contact:
Dave Wymer | Financial Advisor | VALIC Financial Advisors, Inc.
7650 Edinborough Way | Suite 320 | Edina, MN 55435
Cell: 612-599-4061 | Office: 952-838-7800 | Fax: 952-314-5334| Email: David.wymer@aig.com
Website: www.aig.com/RetirementServices 

Christopher Simenson | Financial Advisor | VALIC Financial Advisors, Inc.
7650 Edinborough Way | Suite 320 | Edina, MN 55435
Cell: 612-799-9914 | Office: 952-838-7800 | Fax: 952-838-3898| Email: christopher.simenson@aig.com
Website: www.aig.com/RetirementServices 

Empower Contact:
Katie Williams | LPL Registered Representative | Classic Financial Services
319 Barry Ave. S. Suite 210-A | Wayzata, MN 55391
Direct: 952-955-8216 | Fax: 952-955-8218 | Email: kwilliams@lpl.com 

 

 

SRA (Salary Reduction Agreement)

This form is required for any changes to exsising deduction and for all new accounts. 

2022 403b Meaningful notice

This is the 403(b) Meaningful Notice (MN) / Plan Information from TSACG.

Cindy Gapinski
Pay and Benefits Clerk
(E): gapinskic@rockford.k12.mn.us
(P): 763-477-9165 ext. 4003