403(b) and 457(b)

Effective June 1, 2022, East Windsor Regional School District will be partnering with PlanConnect, a respected third-party administrator, to assist in the administration of our 403B / 457 financial transactions.  

 A third-party administrator is a vendor who specializes in the processing of related paperwork for all actions related to a retirement plan. They facilitate plan openings, transfers, roll-overs, and deduction changes.  They serve as an intermediary between the staff member and the investment company.  Once the paperwork has been established, the district will be notified by PlanConnect of any deduction changes.  Please note though that they do not provide investment advice.

 This change does not affect any staff member who currently has a deduction into a 403B/457 plan nor does it affect anybody's ability to open an account in the future. 

403(b) Financial Advisors

INVESTMENT PROVIDERS

FINANCIAL ADVISOR

PHONE/EMAIL

AIG

Customer Service

800-442-2542
800-448-2542

Brighthouse                               

Customer Service

800-882-1292

Equitable                                   

Robert Bunsa Jr.  

 

John DeLiso 

732-476-2866
Email Robert Bunsa Jr.  

 

732-212-5030

Email John DeLiso 

Fidelity                                      

Jennifer Wolf 

 800-735-2862

Email Jennifer Wolf 

Lincoln Financial   

Deborah Richardville

800-454-6265

Email Deborah Richardville

Lincoln Investment 

Customer Service

800-242-1421 x5555

Metlife                                      

Customer Service

800-492-3553

Security Benefit

Customer Service

800-888-2461

Vanguard 

Customer Service

800-662-2003