Investment Options

Pueblo School District 60 has partnered with several investment companies in order to provide competitive access to market rates and products.  Although an employee may find and use other investment opportunities, payroll deduction is only available with products from our partners.

403 (b) Vendors

American Fidelity  1-800-365-9247

AXA Advisors

(Affiliated with Equitable)

Matt Campbell

719-636-3934 Ext. 116

Leisl Dodson


Foresters Financial

(formerly First Investors)

Ashley Brown           Nick Bilak

Nester Castillo          Alexis Farquhar

Derek Sevier           Darren VanCott

Steve Sherman                Koren Vining


Metropolitan Life New England/Met Life

Carol Chaiarito


Nohemy Montes


Security Benefit

(formerly NEA Valuebuilder)

Brian Konty


Robin Depies


Scott Brandt



(Variable Annuity Life Financial Advisors)

Jacob Stice


David Motley


Nicole Motley


Waddell & Reed Financial Services

Franklin Payne


Other Tax Sheltered Annuity Plans

Colorado PERA 401(k) Plan


Retirement Manager

For employees who wish to complete an inservice exchanges or to take a loan or hardship withdrawal on their eligible 403B investment, the District has a new web-based program called Retirement Manager to make the process easier. The program is free and is managed by VRSCO, a third party administrative arm of VALIC.

Retirement Manager verifies whether or not a loan, hardship withdrawal or in-service exchange request is valid. If it is, employees print certificates from Retirement Manager and attach them to their application form from the vendor. A separate signature from the Plan Administrator is no longer necessary since the certificates provide the verification of eligibility.

The program works for all 403B plans invested with AXA-Equitable, American Fidelity, First Investors, Horace Mann, Security Benefit, VALIC and Waddell & Reed. Currently, Waddell & Reed can only process hardship withdrawals under this option. All other companies process loans and hardship withdrawals.

Horace Mann is no longer eligible for new clients; only existing clients can access this service.

Go to and click on "I'm a New User" and create an account to request a loan or hardship withdrawal. The minimum amount that can be requested is $1,000 and the maximum amount is 50% of the account balance of all eligible 403B plan accounts. Contact Human Resources at 549-7132 or your financial advisor for assistance.