All Knox County School employees may elect to participate in a 403(b) or 457 tax shelter plan. The employee should contact a vendor of their choice to establish an account. They must then submit a Tax Shelter Payroll Deduction/Change form to the Benefits office to start their contributions.
Payroll deducted contributions may begin the month following submission of the Tax Shelter Payroll Deduction Authorization/Change form in accordance with the IRS regulations.
Employees may enroll and change their contributions at any time except from June 6th through August 30th, for monthly paid employees.
When an employee wishes to make changes in the amount withheld, the employee must submit a new form, reflecting the corrected amount to be deducted.
For additional information you may contact the Benefits Department at 865-594-1686, or BenefitsHelp@knoxschools.org
403b Vendor List
Revised: January 2021
Deduction No. |
Vendor Information |
Agent(s) |
7309 |
Voya Retirement Insurance & Annuity Co. VRIAC P.O. Box 5060 Minot, ND 58702-5060 |
William Rutter 226 Sandringham Ct Knoxville, TN 37934 Phone: 865-599-0344 FAX: 865-966-9453 william.rutter@voyafa.com |
|
7304 7305 7307 |
Oppenheimer Funds Pacific Life Security Benefit |
Andrea Carpenter Prosperity Partners Wealth Mgt. 306 Prosperity Rd. Suite 101 Knoxville, TN 37923 Office: 865-980-2930 Cell: 865-414-0753 FAX: 865-980-2921 andrea@prosperitypartnerswm.com |
|
7301 7304 7307 |
Matrix Trust Co. Oppenheimer Funds Security Benefit |
Vernon J. Henry VJH Concierge Financial Planning 325 Huxley Rd Knoxville, TN 37922 Phone: 865-940-0278 FAX: 1-888-356-9219 vjhenry@tds.net |
7306 |
ING Reliastar Life Insurance Co. |
Gary B. Holt & Associates 419 Forest Blvd Knoxville, TN 37919 Phone: 865-558-9005 FAX: 865-584-6865 gbhinv@bellsouth.net |
7308 |
VALIC Customer Service: 1-800-448-2542 |
Corey Akins AIG Retirement Services 9041 Executive Park Dr. Suite 115 Knoxville, TN 37923 Cell: 865-202-7612 Office: 865-312-9659 FAX: 865-444-8417 corey.akins@aig.com |
7303 |
National Life Group Customer Service: 1-800-732-8939 |
Bentley Christopher: 770-683-8300 Brandy Jerrell: 865-320-8240 Julia Whipple: 865-556-2157 Sandra Rowcliffe: 865-603-851 Amy Plumlee: 865-591-1257 |
457 Vendor List
Revised: November 2020
Deduction No. |
Vendor Information |
Agent(s) |
7310 |
Nationwide Retirement Solutions 10 West Nationwide Blvd Columbus, OH 43215 www.nrsforu.com Customer Service: 1-877-677-3678 |
|
7311 |
Knoxville Teacher Federal Credit Union Deferred Compensation Plan 711 N. Hall of Fame Dr Knoxville, TN 37917 |
Laura Jones Phone: 865-582-2700 FAX: 865-582-2801 |
Supplemental Vendor List
Revised: November 2020
Note: American Fidelity is the only vendor that provides a flexible spending account
Deduction No. |
Vendor Information |
Agent(s) |
|
8920 2335 Flex |
Aflac Worldwide Headquarters 1932 Wynnton Rd. Columbus, GA 31993-9615 Customer Service: 1-800-992-3522 |
Tonya Shelton 123 Center Park Dr. Knoxville, TN 37922 Phone: 865-406-3820 FAX: 865-609-3389
Robin Miner Phone: 865-548-3658 Regional Off: 865-392-5463 |
|
8923 2400 Flex |
NTA Management, Inc. 4949 Keller Springs Rd. Addison, TX 75001-5910 support@ntalife.com Customer Service: 1-888-671-6771 |
Justin Conn Area Manager Cell: 615-319-5361 FAX: 972-532-2190 justin.conn@ntarep.com |
|
8925 2430 Flex |
Transamerica Worksite Marketing P.O. Box 742504 Cincinnati, OH 42574-2504 Customer Service: 1-800-322-0426 Claims: 1-800-251-7254 |
Rex Shepherd 305 Laurel St. Morristown, TN 37813 Phone: 423-736-8096 rex10@musfiber.com |
8927 |
Washington National Insurance Co. P.O. Box 2022 Carmel, IN 46082-2022 Customer Service: 1-800-525-7662 |
Nick Barattini District Manager Cell: 803-622-7767
|
8922 |
American Heritage Life Insurance P.O. Box 650514 Dallas, TX 75265-0514
Customer Service: 1-800-521-3535 |
Daryle Gross P.O. Box 32514 Knoxville, TN 37930 Cell: 865-216-7777 FAX: 865-539-9965 daryle@peopleschoiceinsurance.net |
|
2300/2301 2302/2325 2330/8928 8929/8930 8931 |
American Fidelity Assurance Co. 9000 Cameron Pkwy Oklahoma City, OK 73114 |
Tres Carter Cell: 865-661-4978 tres.carter@americanfidelity.com
Ryan Moore ryan.moore@americanfidelity.com
|