Tax Sheltered Annuity (403B) Plan

• All Township of Ocean School District employees are eligible to participate in an optional 403B and/or 457 Tax Sheltered Annuity (TSA) Programs.  These plans allow employees to save funds pre-tax for retirement via payroll deductions.  Earnings in a TSA are free from federal taxation until a participant withdraws the money. There are restrictions on your ability to access the funds.
  • Please contact the Township of Ocean Board of Education approved providers below directly.
    •  A TSA, or 403(b) plan, is a retirement plan that allows employees of eligible employers to set aside a portion of their pay on a pre-tax basis.  In addition, earnings in a TSA are free from deferral taxation until a participant withdraws the money.  There are restrictions on your ability to access the funds.

     

    Tax Sheltered Annuity (403B) Plans	Contact	Phone	Website
    Equitable (403B & 457 Plans)	Todd Speedy	(732) 452-6908	https://us.axa.com/home.html
    Equitable	Doug Ballard	(609) 597-9615	https://us.axa.com/home.html
    Variable Annuity Life Ins. Co.	Joseph Fields	908-470-4114	https://www.valic.com/
    Aspire	Todd Speedy	(732)452-6908	https://www.aspireonline.com/plan-types/403(b)-plan
    Ameriprise	Mr. Bert Hor	732-970-7540	https://www.ameriprise.com/
    Lincoln Investment	Thomas Price	732-292-1955	https://www.lfg.com/public/individual

    
    
    • • • Questions please contact Phyllis Goldstein - Payroll Manager x3112 or PGoldstein@oceanschools.org