To enroll in the 403(b) program, you must first contact the approved PASSHE 403(b) plan vendor of your choice and set up an account.
After you have set up your account, you will then need to contact Payroll Services at (724) 357-2510 and set up an appointment to sign a salary reduction agreement in order to begin payroll deductions.
The following are PASSHE-approved 403(b) plan vendors as of July 1, 2012:
Ameriprise Financial
AXA Equitable Life Insurance Co., (877) 222-2144
Fidelity, (800) 343-0860, plan #50325
ING Life Insurance & Annuity Co., (866) 628-3811
Lincoln Investment Planning, Inc., (800) 242-1421 or (866) 574-4377
Lincoln National Life Insurance Co., (800) 454-6265 or (412) 562-9848
Massachusetts Mutual Financial Group, employer acccount #E80073
Met Life, (800) 454-2505, ext. 16
New York Life Insurance & Annuity
Oppenheimer Funds, (800) 835-7305
Putnam Investments, (800) 662-0019
Security Benefit, (800) 888-2461
Thrivent Financial for Lutherans, (800) 847-4836
TIAA-CREF, PASSHE access code PA100299
VALIC, (800) 448-2542
Waddell & Reed, (888) 923-3355
Western National Life Insurance, (800) 424-4990
Note: Deferring of an employee’s salary through payroll deduction to a TSA vendor by PASSHE is not an endorsement of the vendor or the investments made available by the vendor. It is the sole responsibility of the employee to determine whether the TSA vendor and the investments made available by the vendor are appropriate for the employee.