All Knox County School employees may elect to participate in a 403(b) tax shelter plan. The employee should contact USI 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: August 2025
Deduction No. |
Vendor Information |
Agent(s) |
TBD |
USI Consulting Group | Coming in September |
7308 |
VALIC (Closed to new accounts) 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 (Closed to new accounts) 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 |
Supplemental Vendor List
Revised: August 2025
Note: American Fidelity is the only vendor that provides a flexible spending account
Deduction No. |
Vendor Information |
Agent(s) |
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
|
|
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
|