Worcester State University
Payroll

 

AUTHORIZED VENDORS FOR TAX-SHELTERED ANNUITIES (TSA'S)


The following table lists the vendors that have been authorized by the Commonwealth to sell 403(b) tax-sheltered annuity (TSA) plans to state employees. If you wish to enroll or obtain information, please contact the representative given in the table.

Vendor

Contact Name

Contact Phone / Email

Fidelity

Diane Bolden

508-357-5063
Diane.Bolden@fmr.com  

ING

Teri Finigan

781-796-9869
Mass403b@ingfa.com

Lincoln Financial Group

Sharon Clapprood

866-963-5381
Sharon.Clapprood@LFG.com

METLife Resources MFSP

Kevin Daly

800-492-3553, ext. 28507
kdaly1@metlife.com

TIAA-CREF

Mark Bertonazzi

781-314-2449
mbertonazzi@tiaa-cref.org

VALIC

Kevin Meserve

800-892-5558, ext. 87644
kevin.meserve@valic.com


NOTE:
If you wish to enroll in the State Deferred SMART Plan, you may contact Great West at 1-877-457-1900 to obtain the enrollment forms or enroll online at www.mass-smart.com.

 
Related Links


DataBridge © WSU, 486 Chandler Street, Worcester, MA 01602
Phone: 508-929-8000