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Effective September 1, 2009 FCPS will enter into contracts with new 403(b) vendors, Great-West Retirement Services, TIAA-CREF along with a new contract with incumbent vendor, VALIC. These changes provide participants with best in class mutual funds, annuity and stable value products while ensuring competitive fees and quality participant servicing that employees deserve and expect.

Existing contracts with ING, Lincoln Financial, MetLife, Financial Directors, USAA, Horace Mann, and Kaplan Financial will end on December 31, 2009. No payroll contributions can be directed to those contracts after this date. Employees who have salary reductions with one of the deselected providers will need to enroll with a new investment provider by December 20, 2009, in order to continue salary reductions without interruption in 2010. Also, current VALIC participants who wish to continue making contributions without interruptions must reenroll to establish new assets allocations and must complete a new salary reduction agreement by December 20, 2009.

Learn More About Plan Enhancements Effective 9/1/09

Frequently Asked Questions

For more information regarding participation, please contact one of the approved investment providers:

Listing of 403(b) Approved Investment Providers:

GREAT WEST RETIREMENT SERVICES

(approved as of 9/1/09)

Telephone: 800-879-3133 ext. 21156 or 877-449-FCPS (3277)

Email: denise.fortune@gwrs.com 

Web:  www.gwrs.com/fcps

Contact telephone number for Consultations: 800-879-3133 ext. 21156

 

Investment Representatives:

Catherine Pfeilsticker, Senior Account Executive,

800-879-3133 ext 21156, E-mail: Catherine.Pfeilsticker@gwrs.com

Diana Pounds, Account Executive,

800-879-3133 ext 21151, E-mail: Diana.Pounds@gwrs.com

Patricia De Leon, Account Executive,

800-879-3133 ext 21155, E-mail: Patriciadeleon@gwrs.com

Shara Gleason, Account Executive

800-222-1567, E-mail: Shara.gleason@gwrs.com

Patricia Eckstein, Regional Operations Manager

919-418-2564, E-mail: Patricia.Eckstein@gwrs.com

Denise Fortune, Regional Director

301-627-7579, E-mail: Denise.Fortune@gwrs.com

 

 

TIAA-CREF

(approved as of 9/1/09)

3050 Chain Bridge Rd. Suite 400, Fairfax, VA.  22030

Telephone: 703-460-7100 or 866-904-7805

FAX: 703-383-1542

E-mail: owest@tiaa-cref.org 

Web:  www.tiaa-cref.org/fcps

 

Investment Representatives:

Shawn Dorr, Senior Individual Consultant

703-460-7113, E-mail: sdorr@tiaa-cref.org

Anthony Kohlrus, Senior Individual Consultant

703-460-7102, E-mail: akohlrus@tiaa-cref.org

Maria Kersey, Account Executive

703-460-7101, E-mail: mkersey@tiaa-cref.org

Herman Scriven, Individual Consultant

202-637-8929, E-mail: hscriven@tiaa-cref.org

Glenn Collins, Senior Individual Consultant

202-637-8939, E-mail: dgcollins@tiaa-cref.org

Ida Gaulden, Individual Consultant

202-637-8953, E-mail: igaulden@tiaa-cref.org

Trey Brown, Individual Consultant

703-460-7111, E-mail: tbrown@tiaa-cref.org

 

 

VALIC

(current contract will expire 12/31/09; no new enrollment to old fund line-up after 8/1/09; new fund line-up available 9/1/09)

1304 Concourse Drive, Suite 150, Linthicum, MD  21090

Telephone: 410-859-2348 or 800-892-5558 ext. 88860

FAX: 410-859-8017

Email: andrew.jerdal@valic.com 

Web:  www.valic.com/fcps

 

Investment Representatives:

Chris Bouma, Financial Advisor,
703-862-5473, E-mail: chris.bouma@valic.com

Elise Cosby, Financial Advisor,
571-437-5207, E-mail: elise.cosby@valic.com

Bill Frogale, Financial Advisor,
571-221-1983, E-mail: bill.frogale@valic.com

Mark Maggio, Financial Advisor,
800-892-5558 ext. 88424, E-mail: mark.maggio@valic.com

Kevin Patterson, Financial Advisor,
202-489-7337, E-mail: kevin.patterson@valic.com

Eric Sanson, Financial Advisor,
703-863-1770, E-mail: eric.sanson@valic.com

Penny Spees, Financial Advisor,
703-966-1976, E-mail: penny.spees@valic.com

Steph Van Blommestein, Financial Advisor,
703-621-1328, E-mail:  steph.vanblommestein@valic.com

Tucker Braddock, Financial Advisor,
202-270-7615, E-mail: tucker.braddock@valic.com

  General Questions: HRQuestions@fcps.edu
Last update: October 30, 2009
Curator: Nicole J. Peterson, Nicole.Peterson@fcps.edu

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