403(b) Provider List

BENEFIT INFORMATION:

Crook County School District employees are eligible to contribute to a 403(b) or 457 tax-deferred retirement plan. Below is a list of approved providers for CCSD employees.

LIST OF ANNUITIES

PROVIDER NAME PHONE NUMBER LOCATION
AETNA/ING Casey Rossiter 503-517-9363 Portland
AIG VALIC (403B & 457) Jennifer Jorgensen 541-693-8522 Bend
AXA Equitable Barbara Seaman 541-388-1708
Bend
Plan Member Service Corp Barbara Seaman
541-388-1708
Bend
Security Benefit
Barbara Seaman  541-388-1708
Bend

CROOK COUNTY SCHOOL DISTRICT

IMPORTANT BENEFIT INFORMATION

Crook County School District provides the opportunity to save for your future in a 403(b) tax-deferred savings program.

• Lower taxes today – you contribute before taxes are calculated thus lowering your taxable income
• Tax-deferred growth & compounding interest – the difference you would have paid in taxes earns interest plus that interest earns interest, compounding even more
• You take the initiative – contributing to a 403(b) retirement plan can help you take control of your future

For additional information about participation, investment options and more, contact:

Anna Logan, Director of Business and Finance, at (541)-416-9965 or Ext. 3010
Sherry Joseph, Payroll, at (541)-447-5491 or Ext. 3011

Remember 403(b) plans are meant to encourage long-term retirement savings, so income taxes are paid at withdrawal when you may be in a lower tax bracket and if withdrawn before age 59 ½ may be subject to federal restrictions and a 10% tax penalty.

 

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