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Catawba County Schools > Departments > Finance > Pages > Optional_Retirement_Information  


Optional Retirement Information

 

 

CATAWBA COUNTY SCHOOLS

APPROVED 403(b) AND 457 VENDORS AND PRODUCTS

Please be advised the following vendor products are the ONLY new annuities permitted as employee payroll deductions for annuity accounts.  You will need to contact a financial advisory or annuity representative to setup an account or to receive information on any of the products listed below.

In addition to these products, you can also sign up for the NC401K.

Vendors

403b Selected Products

Great American Life Insurance Company Great Flex 6 Flexmax 7
Horace Mann Life Insurance Company Group Fixed Annuity Group Variable Annuity
ING Financial Advisers, LLC ING Custom Choice Voluntary TDA
Life Insurance Co. of the Southwest Secure Plus Gold Secure Plus Silver
Lincoln Financial Group Multi-Fund Variable Annuity
Lincoln Investment Planning, Inc. Retirement Solutions Mutual Funds Retirement Solutions Premier Mutual Funds
Pacific Life Insurance Company Value Variable Annuity
Thrivent Financial for Lutherans Thrivent Mutual Fund 403(b) Flexible Premium Deferred Variable Annuity
USAA Investment Management Company Flexible Retirement Annuity
Vendors 457 Selected Products
Great American Life Insurance Company AMER-ACHIEVE
Lincoln Investment Planning, Inc. Retirement Solutions Mutual Funds Retirement Solutions Premier Mutual Funds

Catawba County Schools utilizes TSA Consulting Group, Inc. as
our Third Party Administrator for our Annuity products. Please visit their webpage
at TSA Consulting (https://www.tsacg.com/employee_site/districts/northcarolina/catawba.htm) for helpful information.

REQUIRED- Please see Salary Reduction Agreement

 

 Documents

403b-457 Salary Reduction Form.pdf403b-457 Salary Reduction FormSharpe, M
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