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
(Affiliated with Equitable)
719-636-3934 Ext. 116
(formerly First Investors)
Ashley Brown Nick Bilak
Nester Castillo Alexis Farquhar
Derek Sevier Darren VanCott
Steve Sherman Koren Vining
(formerly NEA Valuebuilder)
(Variable Annuity Life Financial Advisors)
Other Tax Sheltered Annuity Plans
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 https://www.myretirementmanager.com/?PUSD 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.