Enrollments, changes, and cancellations can be done each month. The Wenatchee School District Salary Reduction Agreement must be completed by the employee and an authorized annuity representative. Forms must be received by the payroll department by the 10th of each month.

To start a new annuity, we must have five employees sign Salary Reduction Agreements for the new 403(b) annuity and the provider must have signed the district's Provider Agreement Form.

Tax Sheltered Annuities

Great American Life
Oppenheimer Funds
Life of the Southwest
Met Life
New York Life
Plan Member Services
WEA Plans (VALIC)

Tax-Sheltered Annuity Representatives

D.A. Davidson & Co.
Robert Johnson II
630 N Chelan, Suite B2
Wenatchee, WA 98801
664-9063

Financial Alternatives
Gene Hoon
Ralph Peterson
Eric Peterson
610 N Mission, Suite A-6
Wenatchee, WA 98801
663-7526

Financial Alternatives
Ford Barrett
900 N Mission, Suite A
Wenatchee, WA 98801
663-7526

North Central Credit Union
Ford Barrett
615 N Emerson
Wenatchee, WA 98801
662-6117

Smith Barney
Curt Harvey
18 S Mission Street, Suite 101
Wenatchee, WA 98801
663-2141

WEA TSA Investments
Thomas L McNair
10 First Street, Suite 122
Wenatchee, WA 98801
662-4443