RETIREMENT PLAN CONTACT LIST
Your “One-Stop” for Retirement Plan Concepts, Products and Service Security Mutual Life Insurance Company of New York MARKETING Q-PLan saLes suPPort
Jeff Clark Armando Testani Ext. 454 Ext. 337
Products • Sales Support • Complimentary Q-Plan Consultation • Policy Service • List Billing
800-346-7171
AGENCY Licensing/contracting
Pam Woodruff Ext. 206
NEW BUSINESS underwriters
Lorraine Lacey Viki Rohde Donna Melfi Ext. 325 Ext. 321 Ext. 324
soFtware/iLLustrations
Tracey Leslie Lisa Canfield Dan Foley Ext. 295 Ext. 417 Ext. 376
FieLd services
Dolly Fox Sean O’Neill Ext. 215 Ext. 333
status
Robin Kellogg Joyce Roody Aixa Best Ext. 245 Ext. 331 Ext. 268
securityLink
Consiglia Farzad Ext. 468
other advanced saLes
George Kozol Candice Faith Ext. 304 Ext. 375
errors and omissions
Karen Seaman Ext. 265
submission and Premiums
Kellie Gehres Becky Wright Ext. 329 Ext. 470
QUESTION? Start Here!
AGENCY
Greg Simonelli Jim Conlon Ext. 365 Ext. 213
“FUNdS” UNIT
Lori Casey Sandy Potter Ext. 366 Ext. 529
INd. CLIENT SERvICE
Call Center: 800-765-6668
continuing education
Linda Taylor Ext. 406
retirement PLanning counseL
Rick Shaw Ext. 410
Q-PLans unit
Debra Goldstein Sara Shaw Ext. 523 Ext. 508
Third Party Administration (TPA) • Record Keeping • Fee-for-Service
Security Administrators, Inc. (SAI) PLAN INSTALLATION SAI Binghamton
James Esposito Kandi Penna Ext. 205 Ext. 204
Binghamton: 877-SAI-BING Syracuse: 877-SAI-SYRA
AdMINISTRATIvE SERvICES SAI Binghamton SAI Syracuse
Kathy Nichols Julie Huggler Ext. 210 Ext. 211 Pat Balla Connie Conger Ext. 222 Ext. 232
Web Services 24/7 412i.biz
412(i)/412(e)(3) Plans Classic Defined Benefit Cash Balance Plans
MicroK.biz
Single-Life 401(k) Small Business 401(k) Plans Next Level Profit Sharing
smlnyagent.com
Software, Applications and Forms Policy Status and Values Company Information and News
SAI
0011825XX 10/2007
SECURITY ADMINISTRATORS, INC.