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OptionalRetirement

CATAWBA COUNTY SCHOOLS
 
APPROVED 403(b) and 457 VENDORS AND PRODUCTS
 
Vendors 403b Approved Products​ ​ Contact
 
 
Great American Life Insurance
Company
 
 
 
Great Flex 6
 
 
 
Flexmax 7
 
Robinson & Associates
Doug Nixon        980-254-6208
Cliff Robinson  800-433-4032
Horace Mann Life Insurance
Company
 
 
Group Fixed Annuity
 
 
Group Variable Annuity
 
 
Dan McGuire 828-322-5786
 
 
ING Financial Advisers, LLC
ING Custom Choice
Voluntary TDA
 
 
 
Tom Shores     704-896-8399
Life Insurance Co. of the
Southwest
 
 
Secure Plus Gold
 
 
Secure Plus Silver
Sam Reavis  704-491-1573
Jerry Maye  704-488-0979
 
 
Lincoln Financial Group
Multi-Fund Variable
Annuity
 
 
 
Marshall Fletcher  704-716-3442
 
Lincoln Investment Planning, Inc.
 
 
Retirement Solutions
Mutual Funds
 
 
Retirement Solutions
Premier Mutual Funds
Robinson & Associates
Doug Nixon     980-254-6208
Cliff Robinson     800-433-4032
Mass Mutual Life Insurance
Co.
MassMutual Artistry
Variable Annuity
 
Chris Rhyne 704-736-0388
Cell 704-674-9826
Pacific Life Insurance
Variable Annuity
 
Marshall Fletcher  704-716-3442
Thrivent Financial for
Lutherans
Thrivent Mutual Fund
403(b)
Flexible Premium
Deferred Variable Annuity
 
 
Thrivent Financial  828-256-3200
USAA Investment
Management Company
Flexible Retirement
Annuity
 
 
 
 
Vendors 457 Approved Products​ ​ ​
 
 
Great American Life Insurance
Company
 
 
 
AMER-ACHIEVE
 
 
Robinson & Associates
Doug Nixon        980-254-6208
Cliff Robinson  800-433-4032
 
Lincoln Investment Planning, Inc.
 
 
Retirement Solutions
Mutual Funds
 
 
Retirement Solutions
Premier Mutual Funds

R
obinson & Associates
Doug Nixon        980-254-6208
Cliff Robinson  800-433-4032
Pacific Life Insurance Company
Variable Annuity
Marshall Fletcher  704-716-3442
Thrivent Financial for Lutherans
Thrivent Mutual Fund 403(b)
Flexible Premium Deferred Variable Annuity
Thrivent Financial  828-256-3200
 
 
 

 Retirement

 
  
  
  
  
403b-457 Salary Reduction Form.pdf
  
1/24/2013 3:33 PMNo presence informationTriplett, Lori
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