Contact Information for 403(b) and 457

Non-ERISA Group

Address: 9116 N. Kelley Avenue
                  Oklahoma City, OK 73131

Email: 401k@pensions-solutions.net

Phone: 405-478-4321

Fax: 405-478-4015

Retirement Plan Administration

The Non-ERISA Group at Pension Solutions, Inc. has been engaged by Owasso Public Schools to provide plan administrative services for the Owasso Public Schools (OPS)  Retirement Plans. The Non-ERISA Group will be serving the OPS 403(b) Plan and the OPS 457 Deferred Compensation Plan. Listed below are the names and contact information of the individuals addressing the administrative and compliance issues of the retirement plans:

Daily Contact

Lindsey Kyle

Email: lkyle@pension-solutions.net

Phone: 405-607-3986

Compliance

Mark Lester, JD, QKA

Email: mlester@pension-solutions.net

Phone: 405-607-3988

Support

Karen Langley

Email: klangley@pension-solutions.net

Phone: 405-607-3987
 

---

Please call Lindsey Kyle regarding the following transactions:

• Withdrawals

• Loans

• Required Minimum Distributions

• Loans (annuity products only)

• Beneficiary Changes

We are also available to answer general questions about plan provisions.

Investments, Enrollments, and Salary Deductions

For assistance with investments, enrollments, and/or salary deductions, please contact Market Wealth Management.

Address: 5030 E 101st Street, Suite A

                 Tulsa, OK 74137

   Phone: 918-376-6195

        Fax: 918-376-6626