Stephens County School District (GA)

To enroll, make changes, or request a plan transaction, please complete the online form below. Please include appropriate documents where applicable.

CLICK HERE for more information on plan transactions.

For a printable Salary Reduction Agreement CLICK HERE.

The Stephens County School System offers both a 403(b) and 457 plan. CLICK HERE for more information on 403(b) vs 457 plans.

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Approved Vendors

corebridge financial (AIG-Valic)

800-448-2542

Advisor Profile

Voya Financial -Mack Poss

706-779-7079

Advisor Profile

Edward Jones/ Franklin Templeton-
Aaron Plaisted

706-886-0411

Advisor Profile

Lincoln Financial -Mack Poss

706-779-7079

Advisor Profile

Stephens County Schools 403b and 457 Plan Forms Enrollment and Transaction Request (required if marked with *)

Please upload your relevant forms. Images/Photos or Documents are acceptable.

Documents or Files (no Images)

Images/Photos

By signing the Agreement, Employee agrees to modify his/her salary as indicated above and Employer agrees to contribute this amount on Employee’s behalf into the 403(b)/457 annuity or custodial account(s) selected by Employee and authorized by the Employer properly identifying pre-tax contributions and post-tax Roth 403(b) contributions for proper allocation to segregated accounts by the Service Provider(s): By signing the Agreement, I authorize any Service Provider, or their delegate to provide information on my Account to Employer or another Service Provider if such information is necessary for compliance purposes or to effectuate such transactions as I may request.

I agree that I have an active account with the vendor selected. I understand that should I elect a salary reduction and have not established the appropriate account, that my contribution will not be processed.

E-Sign with your mouse,finger or stylus (click and move)

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Our firm has a rich history
of experience improving plan
success.
Learn More...

403b/457 Administration

Plan Document Management

Plan Compliance Monitoring

Participant Transaction Approval

Online Salary Reduction Agreements

Emergency Savings Accounts

The 1st Financial Baby Step

Stephens County School District (GA)

Approved Vendors

corebridge financial (AIG-Valic)

800-448-2542

Voya Financial -Mack Poss

706-779-7079

Edward Jones/ Franklin Templeton-
Aaron Plaisted

706-886-0411

Lincoln Financial -Mack Poss

706-779-7079

Stephens County Schools 403b and 457 Plan Forms Enrollment and Transaction Request (required if marked with *)

Our firm has a rich history of experience improving plan success. Learn More...

403b/457 Administration

Plan Document Management

Plan Compliance Monitoring

Participant Transaction Approval

Online Salary Reduction Agreements

Emergency Savings Accounts The 1st Financial Baby Step

Stephens County School District (GA)

Approved Vendors

corebridge financial (AIG-Valic)

800-448-2542

Voya Financial -Mack Poss

706-779-7079

Edward Jones/ Franklin Templeton- Aaron Plaisted

706-886-0411

Lincoln Financial -Mack Poss

706-779-7079

Stephens County Schools 403b and 457 Plan Forms Enrollment and Transaction Request (required if marked with *)

Our firm has a rich history
of experience improving plan
success.
Learn More...

Emergency Savings Accounts

The 1st Financial Baby Step

Edward Jones/ Franklin Templeton-
Aaron Plaisted