Gatekeeper TSA Vendor List

M E M O R A N D U M

TO: Verona Area School District Staff

FROM: Elizabeth Mullis and Donna Rodenkirch Payroll and Benefits

RE: TSA Companies

DATE: 2017-2018 School Year

Following is a listing of the active TSA companies that provide services to the employees of the Verona Area School District:

403B Vendor & Local Representative Contact Information Ameriprise Financial – Aaron J Zimmer www.ameriprise.com 2912 Marketplace Dr., Suite 100 608-663-7526 Ext: 7103 Madison, WI 53719 AXA Equitable – Jay Haberkorn www.us.axa.com 6405 Century Ave, Suite 203 608-828-2217 Middleton, WI 53562 Fidelity Investments plan.fidelity.com/enrolltoday 100 Salem St., Mailzone O2N VASD Client ID: 54724 Smithfield, RI 02917 800-343-0860 Mass Mutual Financial Group – Jean-Paul Aime www.wisconsin.massmutual.com or Andrew Klein 608-828-4329 525 Junction Rd. Ste 8100 North Tower Madison, WI 53717 Waddell & Reed – Jay Prall www.madison.wrfa.com 725 Heartland Trail, Ste. 200 608-826-9000 Madison, WI 53719 WEA Trust Member Benefits – Eric Schwartz www.weabenefits.com PO Box 7893 800-279-4030, Ext. 2594 Madison, WI 53707

Custodial Platform Vendors & Local Representative Contact Information Aspire Financial Services www.aspireonline.com 4010 Boy Scout Blvd., Ste. 450 866-634-5873 Tampa, FL 33607 Lincoln Investment Planning – Jim Guy www.lincolninvestment.com 436 Dunhill Dr. 608-445-9789 Verona, WI 53593 The Legend Group – Thomas Pfeiffer www.legendgroup.com 406 Edward St. 608-848-3690 Verona, WI 53593

457B Vendor www.wdc457.org Wisconsin Deferred Compensation 877-457-9327, press 0 5325 Wall St., Ste. 2755 Madison, WI 53718

If you have questions please call us @ 845-4319 or 845-4318.

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