Local Contacts for Voluntary Retirement Plans
Connect with a professional to secure your future. Find direct phone numbers and local agent emails for UWF’s 457 deferred comp and 403(b) annuity plans.
Contacts for 457 Deferred Compensation
Florida Department of Financial Services - 877.299.8002
Florida Deferred Compensation
Note: Deferred Compensation Plan contributions may be either Traditional pre-tax or Roth with all provider companies.
| Company Name | Company Phone Number | Local Contact Name, Email Address, and Phone Number |
|---|---|---|
| Corebridge Financial(formerly AIG/VALIC) | 888.467.3726 | Dexter Leger / 850.384.1168 |
| Nationwide Retirement Solutions | 800.949.4457 | Gene Weaver / 850.867.8586 |
| VOYA | N/A | Sheri Belt / 850.668.3885 |
| Charles Schwab (enrollment through Nationwide Retirement Solutions) | 888.393.7272 | N/A |
Contacts for Optional Retirement Program & 403(b) Annuities
Note: *These local agents also offer a Roth 403(b) plan.
| Company Name | Company Phone Number | Local Contact Name, Email Address, and Phone Number |
|---|---|---|
| Corebridge Financial (formerly AIG/VALIC)* | 800.892.5558 ext. 89872 |
Jesse Wickham / 850.418.3686 or |
| MetLife (403(b) only)* | 800.638.7732 | Joe Peterson / 850.478.7955 |
| VOYA* | Gabor Financial Solutions / 800.330.6115 | Samantha Wells / 850.291.5379 or Karla McFarland / 850.203.0901 |
| TIAA | 877.267.4510 ext. 265109 | Howard Reiff / 813.632.5109 or Barbara Vaught / 813.632.5153 |
| Lincoln Investment (403(b) Only) | Gabor Financial Solutions / 800.330.6115 | Samantha Wells / 850.291.5379 or Karla McFarland / 850.203.0901 |
| Equitable | 888.292.4636 | Local: Weston Cramer / 850.470.2424 (cell); 850.490.0501 (office) or Regional: Reed Ganey / 904.318.8968 |