Investments
Investments
MOORE PUBLIC SCHOOLS maintains a 403B and a 457 Plan for the benefit of its employees. Participation in these plans is voluntary and is 100% funded by the employee.
In 2007, the Internal Revenue Service issued regulations relating to the operation of the plans. These regulations became effective January 1, 2009, and require that the employer assume more responsibility over the administration of the plan. Because of these requirements, we have taken steps to ensure that the plan is operated in compliance with Section 403(b) of the Internal Revenue Code. To assist with the ongoing administration, the District has contracted with AFPlanServ to provide administrative services.
Current 403b Providers in our Plan
- American Fidelity - Brett McGee 405-408-3837
- AXA Equitable Life Insurance - Michael Locke 201-743-6816
- GWN Marketing - Zach Hawley 405-740-4457
- Horace Mann - Tricia Seifert 866-999-1945
- MetLife - Customer Service 800-560-5001
- National Life Group (formerly Life Insurance of the Southwest) 800-579-2878
- Securtiy Benefits 800-888-2461
Print Out a Salary Reduction Agreement for a 403(b)
Annual 403(b) Eligibility Notice
5 Questions To Ask Before You Invest
Click here for information on Tax Sheltered Annuities for School Employees http://www.irs.gov/pub/irs-pdf/p571.pdf
Want to learn more about 403(b)/457 investments?
Visit www.403bwise.com to learn more.
457 Investment Plan
GWN Marketing Third Party Administrator (TPA)
Contact Phone: (405)740-4457 or toll free 1-877-266-2788
Email: paul@myfocusteam.com or zachhawley@lgwnsecurities.com
Visit www.mymoney.gov to access tools, and to learn more about managing your money.
Employees/former employees seeking to move any 403B investments from the plan, will need to contact AFPlanServ. They are authorized to process these transactions and complete all provider documents on our behalf as the Employer.