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Plan Details     Hamblen County Department of Education, Morristown TN
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Fixed Annuity (F)

A fixed annuity is an annuity wherein the issuer (usually an insurance company) guarantees both the interest rate paid on invested dollars and the return of principal. The issuer guarantees that a minimum rate of interest will be paid on the annuity, but the actual rate of interest credited to the annuity is typically higher than the guaranteed rate. All of the premium payments that you make to the issuer will then compound (tax deferred) at least at this guaranteed rate of return, subject to the claims-paying ability of the annuity issuer.
Fixed Index Annuity (FI)

A fixed index annuity is a fixed annuity that is designed to mirror the performance of a stock market index (the Dow Jones or S&P 500, for instance). Fixed index annuities can provide returns that exceed those of traditional annuities, however are generally considered to offer lower returns than direct investment in common stock.
Variable Annuity (VA)

A variable annuity is a type of annuity that has a variety of investment options (called subaccounts) available for your selection. When you purchase a variable annuity, the annuity issuer offers you a choice of investment portfolios into which you can allocate your premiums. The investment choices may include general equity stocks, balanced portfolios, bonds, and other specialty investments, such as international stocks. Unlike a fixed annuity in which the issuer guarantees that a minimum rate of interest will be paid on your investment in the annuity, the issuer of a variable annuity does not guarantee or project any rate of return on the underlying investment portfolios. You, as the purchaser of the annuity, assume all risk on the underlying performance of the investment subaccounts that you select. Your return may be greater than or less than that of a fixed annuity.
Investment Advisory Services (RIA)

Investment advisory services work directly with the participant (either face-to-face or through telephone/internet communication). Investment advisory services will provide an array of services, ranging from general advice on retirement planning to specific counsel and, in some cases direct management of investments on your behalf. Investment advisory services are often obligated to abide by SEC regulations, and may be subject to criminal penalties for providing false or fraudulent counsel.
Mutual Funds (MF)

A mutual fund is an investment company that pools money from many people and invests it in stocks, bonds, or other securities. Each investor owns shares; each share represents a tiny portion of each individual security held by the fund. An investment professional handles the purchase and sale of individual securities in the fund, based either on an index or on his or her professional expertise. Investors may buy shares (or portions) directly from the fund or through brokers, banks, or financial planning or insurance professionals.
AIG Retirement Services is a leading provider of supplemental retirement plans to public school employees across the country. Our national network of financial advisors offer a full service approach to retirement planning. AIG Retirement Services advisors will meet with you, at your convenience, and assist in the design and implementation of a personalized retirement plan to fit your needs.
Horace Mann understands the challenges educators face – it’s in our DNA. Founded by Educators for Educators® in 1945, Horace Mann is the largest financial services company focused on providing America’s educators and school employees with affordable auto, home and life insurance as well as retirement. We provide retirement products in more than 4,000 public school districts’ 403(b)/457(b) programs. Horace Mann Educators Corporation and its subsidiaries have more than $10 billion in assets and is consistently receive among the highest rankings from all four financial strength rating agencies. We have extensive knowledge of teachers’ state retirement plans – expertise that helps us provide teachers and school employees with a “big picture” view of how all their retirement benefits could work together. For questions, please call 1-800-677-2363.
MetLife Resources (MLR) is a division of Metropolitan Life Insurance Company (MetLife) that specializes in implementing comprehensive defined contribution retirement plans for the nonprofit sector including educational, healthcare, governmental and other nonprofit employers. As a leader in the retirement services industry, our clients receive the best of both worlds — the institutional capabilities of one of the strongest and most respected financial service firms in the world coupled with personalized attention and a focus on the individual participant.
PRIMERICA - a full service financial firm provides
  • retirement planning (403b, 401k, IRAs)
  • insurance - life, auto, home
  • long term care
  • children's educational funding
  • FNA - completely free financial assessment to establish goals and priorities
  • investment choices (among others) Legg Mason, Invesco, American Century, Fidelity
For more than 40 years, Security Benefit has helped education employees travel down the path To and Through Retirement®. Let us help you take the first step and move in the right direction.
The Legend Group is a 403(b)/457(b) investment provider offering quality investment solutions like American Funds, Fidelity Advisor Funds, Oppenheimer Funds, BlackRock Funds, Waddell & Reed, and Security Benefit to name a few of the 80+ mutual fund families available through the Legend offering.The Legend Group has worked with employers to help their employees prepare for their retirement for nearly 50 years. Contact a Legend Group Financial Professional today.
Voya Financial has been helping K-12 school district employees become "retirement ready" for more than 40 years. From local representatives for one-on-one meetings, to a suite of online tools and educational resources, Voya Financial can help you work toward the retirement you deserve. For more information, please call (800) 525-4225.
(F) (FI) (VA) (RIA) (MF)
AIG Retirement Services (formerly VALIC) Representative(s)
for Hamblen County Department of Education, Morristown TN

1-888-569-7055
American Fidelity Assurance Co. Representative(s)
for Hamblen County Department of Education, Morristown TN

1-800-662-1113
American Funds Service Company Representative(s)
for Hamblen County Department of Education, Morristown TN

Ameriprise Financial Services, Inc. Representative(s)
for Hamblen County Department of Education, Morristown TN

1-800-297-2012
Horace Mann Life Ins. Co. Representative(s)
for Hamblen County Department of Education, Morristown TN

1-800-999-1030
MetLife Representative(s)
for Hamblen County Department of Education, Morristown TN

MetLife  
Modern Woodmen of America Representative(s)
for Hamblen County Department of Education, Morristown TN

National Life Group (LSW) Representative(s)
for Hamblen County Department of Education, Morristown TN

1-800-732-8939
Phoenix Home Life Ins. Co. Representative(s)
for Hamblen County Department of Education, Morristown TN

Primerica Financial Service Representative(s)
for Hamblen County Department of Education, Morristown TN

1-800-544-5445
Putnam Investments Representative(s)
for Hamblen County Department of Education, Morristown TN

Security Benefit Representative(s)
for Hamblen County Department of Education, Morristown TN

1-800-888-2461
The Legend Group/ADSERV Representative(s)
for Hamblen County Department of Education, Morristown TN

1-877-819-7455
Voya Financial (Reliastar) Representative(s)
for Hamblen County Department of Education, Morristown TN

1-800-584-6001


For any questions concerning your employers list of participating providers, please contact OMNI at 877-544-6664.


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