METLIFE (SECURITY FIRST)
1501 East Park Avenue, suite 100, Tallahassee, FL 33609-2585
|
Bill
Cooper |
(813) 334-2580 |
or
(800) 492-3553 ext. 28875 |
|
Karen Jones |
(813) 956-3057 |
or
(800) 492-3553 ext. 28647 |
NEW ENGLAND
FINANCIAL
302 Knights Run Avenue, Suite 1000, Tampa, FL 33602
|
Don Furlong |
(813)
286-3875 |
PRUDENTIAL INSURANCE CO.
30
Scranton Office Park
Scranton, PA 18507-1789
1-800-458-6333
SYMETRA FINANCIAL
3206 Cove Bend Dr. Tampa, FL 33613
|
Janet Wilson |
(800) 330-6115 |
|
Shane Isaac |
(800) 330-6115 |
|
Amy Shaftner |
(800) 330-6115 |
|
Sam
Guercio |
(800) 330-6115 |
|
Aaron Cheesman (Sarasota) |
(800) 330-6115 |
TIAA-CREF
14055 Riveredge Drive, Suite 320, Tampa, FL 33637
|
George “Sandy” Couch |
(813) 632-5108 |
|
|
(877) 267-4510 |
AIG RETIREMENT
10006 N Dale Mabry Hwy, suite 113, Tampa,
Fl 33618
(813) 961-1019
|
Tampa |
|
|
Marlene York |
ext.
345 |
|
Jill Vanderkam
|
ext.
379 |
|
Jerry Bulaclac |
ext.
249 |
|
Sandra Pappas
|
269-3378 |
|
Greg Koenig |
Lakeland (800) 448-2542 ext. 89806 |
|
T.J. Bouhamid |
Sarasota
(800) 448-2542 ext. 89459 |
|
Terry O’Grady |
St. Petersburg (800)
448-2542 ext. 87919 |
MUTUAL FUND COMPANIES
(
Please refer to plan number when calling)
|
FIDELITY INVESTMENT
Plan # 56198
|
950 E Paces Ferry
Rd, suite 2915
Atlanta, GA 30326 |
Michael
Erbaio
Retirement Counselor(800)
841-3363 ext. 73381
Cell: (239) 560-0701
michael.erbaio@fmr.com |
|
T. ROWE PRICE
Plan #
67372 |
P. O. Box 89000
Baltimore, MD 21285-0300 |
(800) 492-7670 |
VANGUARD
Plan #
10101040 |
P.O. Box 1106
Valley Forge, PA 19482-1106 |
(866) 226-2750 |
The following list of questions may assist employees in selecting a company that
best meets individual needs:
1. What are the guaranteed interest rates on each available investment?
2. What is the short-term performance of each available investment?
(One year)
3. What is the long-term performance of each available investment?
(3/5/10 years)
4. Will I be contacted
when new investment opportunities are available with your company?
5. Is there a
fee assessed with each biweekly deposit?
6. Will fees be
assessed when withdrawals are made?
7. Under what
conditions can funds be withdrawn? What are the fees?
8. What are the fees
assessed when transferring funds within a company, from one investment account
to another?
9. How often can
funds be transferred within a company?
10. What are the fees when transferring funds from one company to another?
11.
What are the fees to open an annuity account?
12.
What are the fees assessed if deposits are to be allocated to various
investments? Can the fees reach a maximum?
13.
What are the fees that are assessed on a yearly basis? Does it
matter how many investment accounts an employee has?
14.
What is the length of time an account must be actively receiving deposits
in order to transfer funds either within the company or to another company and
not be assessed fees?
15.
How long must my money be invested with your company prior to having a
fee assessed for withdrawals? Transfers? Are there different fees attached
to the number of years the funds are invested with your company?
16.
Explain loan provisions and hardship provisions.
