№ files_lp_4_process_3_082428
File format: docx
Character count: 1772
File size: 21 KB
Comprehensive directory of financial advisors and representatives for tax-sheltered annuity plans 403(b) and 457(b) across multiple organizations in the United States.
Year:
2026
Region / City:
United States
Subject:
Financial Services, Retirement Plans
Document Type:
Contact List
Organization:
Voya Financial, Lincoln Investment Planning, Brighthouse Financial, Lincoln Financial Group, Corebridge Financial Advisors, Aspire Financial Services
Authors:
Joe Friend III, Stephen Poston, Pam Middleton, April Jackson, Barry Rawls, Perry Williams, Andy Sukhai, Brad Joseph, Robert Moore, Derrick Friedman, Alan Todd, Brad McClain, Brian Lombard, Renisha C. Jackson-Rucker, Jay Dover, Andrew Coughlin, Tyson Long, Logan Blackley, Peter Heidenreich, Mitch Johnson
Target Audience:
Plan Sponsors, Employees, Financial Advisors
Period Covered:
2026
Update Status:
Current as of 2026
Price: 8 / 10 USD
The file will be delivered to the email address provided at checkout within 12 hours.
The file will be delivered to the email address provided at checkout within 12 hours.
Don’t have cryptocurrency yet?
You can still complete your purchase in a few minutes:- Buy Crypto in a trusted app (Coinbase, Kraken, Cash App or any similar service).
- In the app, tap Send.
- Select network, paste our wallet address.
- Send the exact amount shown above.
The final amount may vary slightly depending on the payment method.
The file will be sent to the email address provided at checkout within 24 hours.
The product description is provided for reference. Actual content and formatting may differ slightly.
Year:
2023
Region / City:
United States
Subject:
SECURE and SECURE 2.0 amendments to 457(b) tax-exempt plans
Document Type:
Amendment
Organization:
FIS
Author:
FIS
Target Audience:
Employers of tax-exempt organizations with 457(b) plans
Effective Period:
2024-2025
Approval Date:
Not specified
Modification Date:
Potential updates depending on IRS guidance
Year:
2019
Region / City:
Grand Forks, ND, US
Subject:
Employee Salary Reduction for Retirement Contributions
Document Type:
Agreement / Contract
Organization:
NDUS Core Technology Services
Author:
NDUS Payroll Department
Target Audience:
Employees participating in 403(b), 403(b) Roth, or 457(b) plans
Effective Date:
03/19/2019
Applicable Providers:
TIAA
Terms:
Irrevocable while employment continues, modifiable at end of any pay period with written notice
Year:
2026
Organization:
University of Toledo Human Resources
Document type:
Employee guide
Audience:
Employees eligible for retirement plans
Plans covered:
403(b), 457(b), ARP
Providers:
TIAA, Corebridge Financial, Fidelity, Voya Financial
Access method:
Online portal Retirement@Work
Support contacts:
Phone and email support available
Contribution options:
Pretax, Roth after-tax, or combination
Account setup:
Instructions for first-time and returning users
Verification codes:
Provided per plan
Year:
2018
Region / City:
Kansas City, MO
Subject:
Deferred Compensation Plan, Retirement Plan Services
Document Type:
Request for Proposals (RFP)
Organization / Institution:
Kansas City Board of Police Commissioners
Author:
Hyas Group, LLC
Target Audience:
Proposing Firms, Plan Administrators, Retirement Plan Service Providers
Action Period:
April 11, 2018 - May 18, 2018
Approval Date:
April 11, 2018
Amendment Date:
N/A
Year:
2023
Region / City:
N/A
Topic:
403(b) plans, multiple employer plans (MEP), pooled employer plans (PEP), IRS regulations
Document Type:
Legal Amendment
Organization / Institution:
FIS
Author:
FIS
Target Audience:
Employers, plan administrators
Effective Date:
2025
Date of Approval:
N/A
Date of Changes:
N/A
Year:
2019
Region / City:
Grand Forks, ND, US
Subject:
Employee Salary Reduction for Retirement Contributions
Document Type:
Agreement / Contract
Organization:
NDUS Core Technology Services
Author:
NDUS Payroll Department
Target Audience:
Employees participating in 403(b), 403(b) Roth, or 457(b) plans
Effective Date:
03/19/2019
Applicable Providers:
TIAA
Terms:
Irrevocable while employment continues, modifiable at end of any pay period with written notice
Organization:
Wallingford-Swarthmore School District
Department:
Human Resources Department
Address:
200 South Providence Road, Wallingford, Pennsylvania 19086-6334
Contact Phone:
(610) 892-3470 Ext. 1406
Fax:
(610) 892-3424
Third Party Administrator:
TSA Consulting Group, Inc. (TSACG)
Plan Types:
403(b) and 457(b)
Transaction Types Covered:
Exchange, Transfer, Rollover, Distribution, Loan, Hardship Withdrawal
Processing Time:
3–6 business days
Submission Methods:
Online, Fax, Mail, Email
Mailing Address:
U.S. OMNI & TSACG Compliance Services, P.O. Box 4037, Fort Walton Beach, FL 32549-4037
Overnight Address:
73 Eglin Parkway NE, Suite 202, Fort Walton Beach, FL 32548
Contact Email:
[email protected]
Contact Phone (TSACG):
1-888-796-3786
Year:
2026
Organization:
University of Toledo Human Resources
Document type:
Employee guide
Audience:
Employees eligible for retirement plans
Plans covered:
403(b), 457(b), ARP
Providers:
TIAA, Corebridge Financial, Fidelity, Voya Financial
Access method:
Online portal Retirement@Work
Support contacts:
Phone and email support available
Contribution options:
Pretax, Roth after-tax, or combination
Account setup:
Instructions for first-time and returning users
Verification codes:
Provided per plan
Year:
2008
Region / City:
United States
Topic:
Education / Teaching Methods
Document Type:
Academic Text / Instructional Material
Institution:
SIOP Institute
Author:
Echevarria, Vogt, Short
Target Audience:
Educators, ESL Teachers
Period of Action:
Not specified
Approval Date:
Not specified
Date of Changes:
Not specified
Year:
2015
Region:
Oregon, USA
Topic:
Special Education, Vocational Training
Document Type:
Guidance Document
Organization:
Oregon Department of Education (ODE)
Audience:
Special education directors, secondary special education teachers, administrators, transition specialists
Related Case:
Lane vs. Brown Settlement Agreement
Target Group:
Students with intellectual and developmental disabilities
Content Focus:
Identification of inappropriate MSW activities, instructional sequence for pre-vocational training, transition services, IEP goal alignment
Year:
2026
Region / City:
Medway, UK
Document Type:
Policy
Organization:
Medway Council
Target Audience:
Residents and staff of high and low rise blocks and Homes for Independent Living Sheltered Schemes
Scope:
Fire safety procedures, evacuation plans, and Stay Put policy
Approval Date:
2026
Review Period:
Annual or as tenant circumstances change
Contact Information:
Housing repairs 01634 333601, option 2
Organisation:
National Housing Federation
Contact:
Barry Hartness, Public Affairs Officer
Telephone:
020 7067 1087
Geographical scope:
England
Subject:
Funding of supported and sheltered housing
Document type:
Policy briefing
Sector:
Housing associations
Related policy:
Local Housing Allowance cap; Universal Credit; Housing Benefit
Relevant review:
Comprehensive Spending Review, November 2015
Implementation period:
April 2017–April 2019
Target audience:
Constituents and policymakers
Key institutions referenced:
Government; Local authorities; DWP; DCLG Joint Select Committee
Document Type:
Comparative outline
Subject:
Outdoor education
Topic:
Advantages and disadvantages of sheltered outdoor classrooms
Educational Level:
School education
Setting:
Outdoor learning environment
Key Themes:
Nature connection, learning environment, student experience, biodiversity awareness
Structure:
Benefits and limitations comparison
Intended Audience:
Educators and school administrators
Year:
2026
Region / city:
Cambridge sub-region and Uttlesford
Topic:
Housing allocation policy
Document type:
Policy document
Organization:
CHS Group
Author:
Director of Customers
Target audience:
Tenants and housing applicants
Approval date:
4 February 2026
Next review:
February 2029
Consultation:
Tenant Committee January 2026
Scope:
General Needs, Sheltered, Housing with Care properties
Distribution and training:
Internal distribution within CHS and relevant stakeholders
Changes:
Recorded by version number; tracked nature of changes
Course:
Relational Evangelism
Professor:
John Hendee
Institution:
Hope International University
Type of document:
Lecture text / Religious narrative
Theme:
Divine justice and human suffering
Audience:
Students of theology or religious studies
Period:
Contemporary
Date of creation:
Not specified
Region:
United States