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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.