• TAX SHELTERS

    Tax Shelters offer employees a means to supplement their retirement income through a convenient payroll deduction.  There are a handful of companies that are approved to provide such products to Nassau County School District employees.  

     

    IRA 403(b) Compliance Requirement

    Annual Retirement Benefits Guide

    Meaningful Notice

     

    American Century Investments

    https://www.americancentury.com/invest/accounts/workplace-retirement-participants/403b-and-457b/

     

    Aspire

    Info TBD 

    PH Info TBD

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    Corebridge Financial (Formerly AIG Retirement Solutions)

    Click Here to Schedule an Appointment

    Cynthia Handmaker 

    PH (904) 720-6961

    Christine Shippey

    PH (904) 445-7081

    Lawrence Thompson

    PH (904) 720-6964

     

    Equitable Advisors (Formerly AXA Equitable)

    Paul Broussard

    PH (904) 753-2839

    EM paul.broussard@equitable.com

    Brittany Kubala, CFP  

    PH (904) 753-3415

    EM brittany.kubala@equitable.com

     

    Lincoln National Life

    James Neel 

    PH (914) 412-4786

     

    Plan Member Services

    Maria Regici

    PH (386) 569-6202

     

    Valu Teachers

    Linda Morris, Valu Teachers Retirement Specialist

    PH (904) 838-4622

    EM lindamorris@valuteachers.com

     

    Waddell & Reed

    James Docster

    PH (904) 448-2743 

    Blake Massey

    PH (904) 448-2743

     

     

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