• Approved Benefits Providers

     

    403b Plans:

     

    Deduction Code

    Authorized Representative

    Phone#

    American Funds

    Amerfd

    Robinson & Associates

    910-695-6751

    AXA/Equitable Life Insurance Company

    Equit

    Ben Cellamare/Kensi L. Sheets

    919-954-1854

    Horace Mann Life Insurance Company

    Horace

    Jimmy Tucker

    919-774-5010

    ING Financial/ReliaStar Life Ins. Company

    North

    The Alford Group

    800-442-9543

    Putnam Investments

    Putnam

    Robinson & Associates

    910-695-6751

    Robinson & Associates

    Lincoln Investment Group

    Edward Lee

    910-695-6751

    VALIC Financial Advisors, Inc.

    		 403

    Shaun Heale

    919-401-3200

     

     

     

     

    457 Plans and State of NC Plans:

     

     

     

    (401K, 457, Roth Plans)

    Deduction Code

    Authorized Representative

    Phone#

    Horace Mann - 457

    457

    Jimmy Tucker

    919-774-5010

    Horace Mann - Roth IRA

    Roth IRA

    Jimmy Tucker

    919-774-5010

    Horace Mann - Student Loan Information Help Guide

    		  

    Jimmy Tucker

    919-774-5010

    ING Financial/ReliaStar Life Ins. Company - 457

    ING457

    The Alford Group

    800-442-9543

    Prudential - 401K

    401K

    Christy Kelly

    919-602-8226

    Prudential - Roth

    401R

    Christy Kelly

    919-602-8226

    Prudential - 457

    NC457

    Christy Kelly

    919-602-8226

    Robinson & Associates

    Lincoln Investment Group

    Edward Lee

    910-695-6751

    VALIC Financial Advisors, Inc.

    		 457

    Shaun Heale

    919-401-3200

     

    Please Note:  This is your notice that you have the right to participate in a 403B Plan through Lee County Schools.  Please contact one of the above representatives if you are interested in participating in a 403B Plan.