{"id":125584,"date":"2020-07-30T13:25:24","date_gmt":"2020-07-30T17:25:24","guid":{"rendered":"https:\/\/adminfinance.umw.edu\/hr\/?page_id=125584"},"modified":"2024-06-05T10:53:16","modified_gmt":"2024-06-05T14:53:16","slug":"403b-authorized-providers","status":"publish","type":"page","link":"https:\/\/adminfinance.umw.edu\/hr\/benefits\/benefits-resources\/403b-authorized-providers\/","title":{"rendered":"403b Authorized Providers"},"content":{"rendered":"

403(b) Authorized Providers<\/strong><\/p>\n

University of Mary Washington<\/strong><\/p>\n

 <\/p>\n\n\n\n\n\n\n\n\n\n\n
403(b)Provider<\/strong><\/td>\n#<\/strong><\/td>\nCash Match<\/strong><\/td>\nCorporate Office<\/strong><\/td>\nLocal Sales Contact<\/strong><\/td>\n<\/tr>\n
\n

Ameriprise Financial, Inc<\/p>\n

(FKA American Express Financial Advisors)<\/td>\n

111<\/td>\nYES<\/td>\n1924 Ameriprise Financial Center
\nMinneapolis, MN 55474
\nTel:\u00a0 (612) 671-1942
\nFax:\u00a0 (612) 671 6046<\/td>\n		Steven Shimp, CFP, CHFC
\nWilmington, DE
\nTel:\u00a0 (302) 479-7780
\nsteven.l.shimp@ampf.com<\/a><\/td>\n<\/tr>\n
\n

AXA Equitable Life Insurance<\/p>\n

 <\/td>\n

115<\/td>\n<\/td>\n1290 Avenue of the Americas,
\n14th<\/sup> FL
\nNew York, NY 07094
\nTel:\u00a0 (212) 314-5769
\nFax:\u00a0 (212) 314-4561<\/td>\n		William Mears
\nFredericksburg, VA
\nTel:\u00a0 540-604-5690
\nCell:\u00a0 703-624-6818
\nWilliam.Mears@Axa-Advisors.com<\/a><\/td>\n<\/tr>\n
\n

Lincoln Investment Planning<\/p>\n

 <\/td>\n

167<\/td>\nNO<\/td>\n218 Glenside Ave.
\nWyncote, PA 19095
\nTel:\u00a0 215-887-8111
\nFax:\u00a0 215-885-1316<\/td>\n		\u00a0David Blask
\nCharlottesville, VA
\nTel:\u00a0 \u00a0800-242-1421
\n<\/em>Fax:\u00a0 215-881-6540
\n<\/em>dblask@lincolninvestment.com<\/a><\/td>\n<\/tr>\n
\n

MetLife Resources<\/p>\n

 <\/td>\n

119<\/td>\nYES<\/td>\n1125 17th<\/sup> Street
\nDenver, CO 80202
\nTel:\u00a0 800-560-5001
\nFax:\u00a0 630-820-7956
\nhttp:\/\/www.eservice.metlife.com<\/a><\/td>\n		Geoffrey Marsh
\n7600 Leesburg Pike
\nFalls Church VA, 22043
\nTel:\u00a0 703-336-1249
\nFax:\u00a0 703-336-1295
\ngmarsh@Financialguide.com<\/strong><\/a><\/td>\n<\/tr>\n
\n

TIAA<\/p>\n

 <\/td>\n

183<\/td>\nYES<\/td>\n\n

Town Center Bldg., Ste. 301<\/p>\n

1000 Research Park Blvd.
\nCharlottesville VA 22911
\nTel:\u00a0 866-842-2044
\nFax:\u00a0 434-964-2602
\nwww.tiaa-cref.org<\/a><\/td>\n

Tel:\u00a0 434-964-2669Fax: 434-964-2645<\/td>\n<\/tr>\n
AIG \u2013 VALIC<\/td>\n600<\/td>\nYes<\/td>\n2929 Allen Parkway
\nPO Box 320610
\nHouston, TX 77253
\nTel:\u00a0 713-831-5896
\nFax:\u00a0 713-931-4268<\/td>\n		Steve Sipula
\nRichmond, VA
\nTel:\u00a0 804-773-1355
\nFax:\u00a0 804-272-3305
\nSteve.Sipula@valic.com\u00a0<\/a><\/td>\n<\/tr>\n
Waddell & Reed<\/td>\n187<\/td>\nYES<\/td>\nAttn:\u00a0 Retirement Plan
\n6300 Lamar Ave.
\nShawnee Mission, KS 66201
\nTel:\u00a0 888-923-3355; 913-236-1540
\nFax:\u00a0 913-236-1599<\/td>\n		Jim Turner
\nVienna, VA
\nTel:\u00a0 703-556-4800
\nFax:\u00a0 703-556-4828
\njturner@waddell.com<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

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:\u00a0 (612) 671-1942 Fax:\u00a0 (612) 671 6046 Steven Shimp, CFP, CHFC Wilmington, DE Tel:\u00a0 (302) 479-7780 steven.l.shimp@ampf.com AXA Equitable Life Insurance […]<\/p>\n","protected":false},"author":29856,"featured_media":0,"parent":125590,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_advisory_expires_time":"","_advisory_meta_include":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[],"content_audit":[],"class_list":["post-125584","page","type-page","status-publish","hentry","entry"],"yoast_head":"\n403b Authorized Providers - Human Resources<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/adminfinance.umw.edu\/hr\/benefits\/benefits-resources\/403b-authorized-providers\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"403b Authorized Providers\" \/>\n<meta property=\"og:description\" content=\"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:\u00a0 (612) 671-1942 Fax:\u00a0 (612) 671 6046 Steven Shimp, CFP, CHFC Wilmington, DE Tel:\u00a0 (302) 479-7780 steven.l.shimp@ampf.com AXA Equitable Life Insurance […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/adminfinance.umw.edu\/hr\/benefits\/benefits-resources\/403b-authorized-providers\/\" \/>\n<meta property=\"og:site_name\" content=\"Human Resources\" \/>\n<meta property=\"article:modified_time\" content=\"2024-06-05T14:53:16+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/adminfinance.umw.edu\/hr\/benefits\/benefits-resources\/403b-authorized-providers\/\",\"url\":\"https:\/\/adminfinance.umw.edu\/hr\/benefits\/benefits-resources\/403b-authorized-providers\/\",\"name\":\"403b Authorized Providers - 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