Greenwood School District 50 Approved Vendor Listing The following chart contains a list of vendors approved by Greenwood School District 50 for payroll deduction. Only the type of plan(s) listed below for each vendor is approved for payroll deduction. Any other plans, discounts, etc. offered by the vendor that are not listed below do not classify for payroll deduction. Vendors are allowed to distribute information on their approved plan(s) through the District's pony mail and may publish an article in the Benefits Newsletter in February. Vendors are not given employee names or phone numbers and may not visit the schools. Employees must contact the agent directly to participate in the vendors’ plans. Any future questions or changes to an employee’s policy should be directed to the agent. For assistance you may also contact Rebecca Duncan at 864-941-5418 or duncanr@mail.gwd50.k12.sc.us **THESE PLANS WILL BE THE EMPLOYEE’S PERSONAL POLICIES AND RESPONSIBILITY** Company Name Type of Plan American Family Life (AFLAC) http://www.aflac.com/ Disability, Cancer, Accident, & Personal Expense Coverage CIGNA http://www.cigna.com/ Accidental Death and Dismemberment Liberty http://www.rbcinsurance.com/ Hospital Income Providers Cancer and Dreaded Disease Standard Life and Casualty Cancer, Teacher Groups, Simple Hospitalization The Standard Insurance http://www.standard.com/ Term Life and Additional Dependent Coverage Agent’s Name, Address, and Phone Number Dan Reece PO Box 6115 North Augusta, SC 29861 danield_reece@us.aflac.com 803-233-7776 Judy Duerr 1455 Valley Center Parkway Bethlehem, PA 18017 1-800-447-6224, ext.71356 Kathleen Erb PO Box 789 Greenville, SC 29602-0789 1-800-551-8354 or 864-609-8464 Neal Bates 314 Fairway Lakes Road Greenwood SC 29649 864-223-6011 Kassie Bennett 521 East Morehead St., Suite 425 Charlotte, NC 28202 1-800-231-0065, ext 2853 Questions concerning AFLAC, CIGNA, Standard Life, Standard Disability, or Liberty should be directed to Rebecca Duncan at 864-941-5418 or duncanr@mail.gwd50.k12.sc.us Company Name AXA Advisors (Equitable) http://www.axaonline.com/ CitiStreet http://www.citistreetonline.com/ Jefferson National http://www.jeffnat.com/ Type of Plan Tax-Sheltered Annuity 403 (b) Tax-Sheltered Annuity 403 (b) Tax-Sheltered Annuity 403 (b) American General/ Franklin Life Tax-Sheltered Annuity 403 (b) GE Life & Annuity Tax-Sheltered Annuity 403 (b) Great American Tax-Sheltered Annuity 403 (b) The Hartford Tax-Sheltered Annuity 403 (b) Horace Mann www.horacemann.com Tax-Sheltered Annuity 403 (b) Tax-Sheltered Annuity Agent’s Name, Address, and Phone Number Anne and Charles Drake PO Box 3128 Greenwood, SC 29648 864-229-3614 -----------------------------------Chris Miller 601 E McBee Avenue, Suite 113 Greenville, SC 29601 Christopher.miller@axaadvisors.com 864-250-9033 Kay Ratliff 10130 Mallard Creek Rd. Suite 120 Charlotte, NC 28262 1-800-630-5576 Brad Lucas and Dione Hires 1 Chick Springs Rd, Suite 217A Greenville, SC 29609 1-864-271-0917 Earle Bethea 1417 Chapman Dr. Newberry, SC 29108 803-940-6448 (cell) 803-532-2233 Bethea45@bellsouth.net 6610W. Broad St. Richmond, VA 23230 1-804-281-6000 1-800-628-2238 Donald Owens and John Stone PO Box 26597 Greenville, SC 29616 864-268-5474 (Donald) 864-979-0308 (John) Richard Hellman 672 Hwy. 72 Bypass NW Greenwood, SC 29649 864-229-4664 877-229-4464 (toll-free) Conrad Leo 909 Saddle Hill Road Greenwood, SC 29646 864-942-7263 (office) 864-993-6054 (cell) Jonathan Hope ING Financial Services http://www.ing.com/us/ 403 (b) 113 Beechwood Lane Irmo, SC 29063 Jonathan.hope@ingfa.com 1-888-818-3246, Ext 7113 Tax-Sheltered Annuity 403 (b) Eddie Love Lincoln National Life Insurance PO Box 644 http://www.lfg.com Camden SC 29020-0644 1-803-432-2582 / 1-800-3367135 Tax-Sheltered Annuity Ken Brown Metropolitan Life 403 (b) 121 Savannah Lane http://www.metlife.com West Columbia, SC 29169 1-800-492-3553, Ext 1005 Tax-Sheltered Annuity Mike Reeder Primerica Financial Services 403 (b) 310H Calhoun Avenue (PFS) Greenwood SC 29649 864-229-2141 Tax-Sheltered Annuity Brenden Walsh TIAA – CREF 403 (b) One Copley Parkway, Suite 400 http://www.tiaa-cref.com/ Morrisville, NC 27560 1-877-267-4505 Tax-Sheltered Annuity T Scott Clark VALIC 403 (b) 168 Soren Lane www.aigvalic.com Anderson, SC 29621 Scott_clark@aigvalic.com 1-800-892-5558, ext 88636 South Carolina Deferred Compensation Nancy Ornduff https://scrs.csplans.com/portal/PortalLogin.jsp Tax Sheltered Annuity 803-754-7997 (Administered by Citistreet) 401(k) and 457 Customer Service 1-866-826-7283 Enrollment Packets for SC Deferred Compensation are available from Rebecca Duncan. Questions concerning tax sheltered annuities and miscellaneous vendors should be directed to the Payroll Department at 941-5401 or 941-5408. Company Greenwood Municipal Federal Credit Union Type of Plan Personal Banking www.gm-fcu.org/ Wachovia www.wachovia.com Personal Banking Wachovia at work #3113 Employee Benefits Package Agent’s Name, Address, and Phone Number Tina Huntsberger 617 East Durst Avenue Greenwood, SC 29649 864-229-6177 ext. 302 PO Box 608 Greenwood SC 29646 864-941-8806 1-800-555-7905