Worcester State University
Payroll & Benefits

 

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

AXA

Michael Capobianco
Eric Malins

781-237-8206
michael.capobianco@axa-advisors.com  

Fidelity

Diana Valsky

617-777-4770
diana.valsky@fmr.com  

ING

Teri Finigan

 617-376-7306
Mass403b@ingfa.com

Lincoln Financial Group

Bradford Carman

781-648-3656
Brad.Carman@LFG.com

METLife Resources MFSP

Kevin Daly

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

TIAA-CREF

Marion Morgante

866-904-7802, ext. 262403
mmorgante@tiaa-cref.org

VALIC

Josh Gould

800-892-5558, ext. 89250
josh.gould@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.

 
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