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Plan Details     Malakoff ISD, Malakoff TX
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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.
AXA is one of the nation's leading providers of retirement savings plans, including 403(b) plans for public schools nationwide. What makes AXA unique in the public school marketplace is that its 403(b) TSA funding vehicles, as well as other retirement and protection products, are made available through the Retirement Benefits Group, a specialized division of affiliate AXA Advisors, LLC. Over 1,000 local dedicated financial professionals in the Retirement Benefits Group currently serve 15,000 public schools and over 650,000 employees. For more information about our services visit us at
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.
PlanMember Services, for nearly three decades, provides a diverse selection of investment options including mutual funds (including Vanguard & Fidelity), fixed and variable annuities and professionally managed mutual fund advisory services through a PlanMember Program Representative. One consolidated application, salary reduction agreement and quarterly statements with access to account information online or through a participant call center. All participants are offered a complimentary plan and savings analysis along with an online retirement plan review annual check-up. Employee retirement solutions all in one package. Contact us at 800-874-6910 for a local PlanMember Program Representative in your area.
(F) (FI) (VA) (RIA) (MF)
Americo Financial Life/Annuity Representative(s)
for Malakoff ISD, Malakoff TX

AXA Equitable Life Insurance Company Representative(s)
for Malakoff ISD, Malakoff TX

GWN/Employee Deposit Acct Representative(s)
for Malakoff ISD, Malakoff TX

Horace Mann Life Ins. Co. Representative(s)
for Malakoff ISD, Malakoff TX

PHONE:(903) 534 - 9161

Jefferson National Life Representative(s)
for Malakoff ISD, Malakoff TX

Lincoln Financial Group Representative(s)
for Malakoff ISD, Malakoff TX

MetLife Representative(s)
for Malakoff ISD, Malakoff TX

Kevin Wortham
PHONE:(469) 544 - 9344

National Life Group (LSW) Representative(s)
for Malakoff ISD, Malakoff TX

PlanMember Services Corp. Representative(s)
for Malakoff ISD, Malakoff TX

Putnam Investments Representative(s)
for Malakoff ISD, Malakoff TX

Please note any TRS approved 403(b) Service Provider which has entered into an Information Sharing Agreement (ISA) with U.S. OMNI may be added to the approved provider list at any time. Please contact U.S. OMNI at 877-544-6664 if you have questions concerning this process.

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

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