403(b) Authorized Providers
University of Mary Washington
| 403(b)Provider | # | Cash Match | Corporate Office | Local Sales Contact |
|
Ameriprise Financial, Inc (FKA American Express Financial Advisors) |
111 | YES | 1924 Ameriprise Financial Center Minneapolis, MN 55474 Tel: (612) 671-1942 Fax: (612) 671 6046 |
Steven Shimp, CFP, CHFC Wilmington, DE Tel: (302) 479-7780 steven.l.shimp@ampf.com |
|
AXA Equitable Life Insurance
|
115 | 1290 Avenue of the Americas, 14th FL New York, NY 07094 Tel: (212) 314-5769 Fax: (212) 314-4561 |
William Mears Fredericksburg, VA Tel: 540-604-5690 Cell: 703-624-6818 William.Mears@Axa-Advisors.com |
|
|
Lincoln Investment Planning
|
167 | NO | 218 Glenside Ave. Wyncote, PA 19095 Tel: 215-887-8111 Fax: 215-885-1316 |
David Blask Charlottesville, VA Tel: 800-242-1421 Fax: 215-881-6540 dblask@lincolninvestment.com |
|
MetLife Resources
|
119 | YES | 1125 17th Street Denver, CO 80202 Tel: 800-560-5001 Fax: 630-820-7956 http://www.eservice.metlife.com |
Geoffrey Marsh 7600 Leesburg Pike Falls Church VA, 22043 Tel: 703-336-1249 Fax: 703-336-1295 gmarsh@Financialguide.com |
|
TIAA
|
183 | YES |
Town Center Bldg., Ste. 301 1000 Research Park Blvd. |
Tel: 434-964-2669Fax: 434-964-2645 |
| AIG – VALIC | 600 | Yes | 2929 Allen Parkway PO Box 320610 Houston, TX 77253 Tel: 713-831-5896 Fax: 713-931-4268 |
Steve Sipula Richmond, VA Tel: 804-773-1355 Fax: 804-272-3305 Steve.Sipula@valic.com |
| Waddell & Reed | 187 | YES | Attn: Retirement Plan 6300 Lamar Ave. Shawnee Mission, KS 66201 Tel: 888-923-3355; 913-236-1540 Fax: 913-236-1599 |
Jim Turner Vienna, VA Tel: 703-556-4800 Fax: 703-556-4828 jturner@waddell.com |