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AIG Retirement
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ING
Lincoln Financial Group
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Morgan Stanley Smith Barney
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Employee and Retiree Service Center (ERSC)
Phone: 301-517-8100
Email: ERSC@mcpsmd.org
Plan Administrators
John Kevin
Dodi Lambert
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AIG Retirement

AIG Retirement AIG Retirement is the leading provider of savings, investments, and retirement planning for everyday Americans. Our financial strength and long-term stability, combined with our financial advisors' practical wisdom and personal approach, allows our clients to rest easy and enjoy the best years of their lives, knowing their future is secure.

Important MCPS Contract Information
On January 1, 2007 AIG Retirement began offering the Portfolio Director 6.2 contract. Contributions to the Portfolio Director 5.2 annuity contract were suspended. MCPS employees are permitted, but not required, to exchange their former annuity contract assets into their Portfolio Director 6.2 account without any surrender charges applying.

Understanding Your AIG Retirement Annuity Contract (PDF)

How To Open An Account and Begin Contributing

Employees must contact AIG Retirement Services to schedule a meeting with one of the representatives listed to establish an account(s). Once AIG Retirement has confirmed your account is established you may submit a Salary Reduction/Deferral Agreement to MCPS to begin your contributions.
 

Forms and Documents


Application

Enrollment Form (PDF)

Investment Election

Financial Change Form (PDF)

Change in Personal Information

Administrative Change Form (PDF)

Performance Report

12/31/08 Performance (PDF)

Exchange Request

Contact the call center to obtain an internal rollover form.

Loan Request

Non-ERISA Loan Application (PDF)

Distribution Request

Cash Distribution Form (PDF)

Hardship/Unforeseen Emergency Requests

403(b) Safe Harbor Hardship Distribution Form (PDF)
457(b) Unforeseeable Emergency Withdrawal Form (PDF)
Contact Information
for This Vendor
Send an Email Message Now
Plan Numbers
Portfolio Director 6.2
403(b) Plan #05529-01
457(b) Plan #05529-004
Web Site
www.aigretirement.com
Call Center
1-800-448-2542
Mon-Fri, 8:00am–9:00pm EST
Mailing Address
AIG Retirement
Attn: Document Control
P.O. Box 15648
Amarillo, TX 79105-5648
Fax Number
877-202-0187
Local Office
1304 Concourse Drive
Suite 150
Linthicum, MD 21090
Hours
Mon-Fri, 8:30am–4:30pm
Phone Numbers
410-859-2164
410-859-8017
Representatives
Douglas Coe
443-994-5953
800-892-5558, ext. 88433
douglas.coe@
aigretirement.com

FINRA #5491856
Dawn Edwards
301-525-2689
800-892-5558, ext. 87059
dawn.edwards@
aigretirement.com

FINRA #4185819
Scott Gilman
443-336-4946
800-892-5558, ext. 88913
scott.gilman@
aigretirement.com

FINRA #5401558
Scott Hall
240-529-3070
800-892-5558, ext. 87139
scott.hall@
aigretirement.com

FINRA #3216433
Mark Maggio
800-892-5558 ext. 88424
800-892-5558, ext. 88424
mark.maggio@
aigretirement.com

FINRA #1381951
David Thacker
301-675-6577
800-892-5558, ext. 88437
david.thacker@
aigretirement.com

FINRA #3106506
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