Other Approved 403(b) Providers
In addition to ,
we have established the following master vendor list of approved 403(b) providers that have registered with 403b Compare
and have signed our agreements. You can learn more about each vendor through
403bCompare.com* a third-party web site
that offers details on each vendor, such as product lists, associated fees and profile information.
| Vendor Name |
403bCompare Registration # |
Information Sharing Agreement |
| AIG Annuity Insurance Company |
1162 |
X |
| AIG Retirement Services Company (VALIC) |
1117 |
X |
| American Fidelity Assurance Company |
1062 |
X |
| American Unifed Life (AUL), a OneAmerica Financial Partner |
1128 |
X |
| Americo Financial Life and Annuity Insurance Company |
1035 |
X |
| Ameriprise |
1041 |
X |
| Ameritas Life Insurance Company (not available in LA districts) |
1027 |
X |
| Annuity Investors Life Insurance Company |
1096 |
X |
| Aviva Life Insurance Company (no new accounts) |
1021 |
X |
| AXA Equitable Life Insurance Company |
1067 |
X |
| CalSTRS |
1097 |
X |
| Commonwealth Annuity and Life Ins. Co. |
1018 |
X |
| First Investors Corporation |
1077 |
X |
| Franklin Templeton Investments |
1025 |
X |
| FTJ FundChoice, LLC |
1148 |
X |
| General American Life Insurance Company |
1167 |
X |
| Great American Life Insurance Company |
1092 |
X |
| Great Southern Life Insurance Company |
1197 |
X |
| GWN Securities, Inc |
1113 |
X |
| Hartford Life Inc. |
1009 |
X |
| Horace Mann Companies |
1014 |
X |
| Industrial-Alliance Pacific Life Ins Co, US Branch |
1135 |
X |
| ING Life Insurance and Annuity Company |
1060 |
X |
| ING Reliastar Life Insurance Company |
1059 |
X |
| Legend Group, Inc., The |
1052 |
X |
| Life Insurance Company of the Southwest |
1036 |
X |
| Lincoln Financial Group (Lincoln National Life) |
1029 |
X |
| Lincoln Investment Planning, Inc |
1068 |
X |
| MassMutual |
1074 |
X |
| MetLife Insurance Co. of Connecticut (formerly Travelers Life & Annuity) |
1073 |
X |
| Metropolitan Life Insurance Co |
1024 |
X |
| Midland National |
1043 |
X |
| Modern Woodmen of America |
1015 |
X |
| National Health Insurance Company |
1188 |
X |
| New York Life Ins. & Annuity Corp. |
1083 |
X |
| North American Company for Life and Health |
1472 |
X |
| Oppenheimer Funds Distributor, Inc. |
1121 |
X |
| Pacific Life Insurance Company |
1130 |
X |
| Paul Revere Variable Annuity Insurance Company |
1171 |
X |
| PlanMember Securities Corp/PlanMember Services Corp |
1127 |
X |
| Primerica Financial Services |
1030 |
X |
| RSG Securities |
1174 |
X |
| SchoolsFirst FCU (Retirement Builder Plan) |
1144 |
X |
| Security Benefit Group |
1022 |
X |
| Symetra Life Insurance Company |
1087 |
X |
| Thrivent Financial for Lutherans |
1038 |
X |
| Thrivent Investment Management Inc. |
1066 |
X |
| Transamerica Life and Annuity Company |
1160 |
X |
| United Teachers Associates Insurance Company |
1090 |
X |
| USAA Life Insurance Company |
1053 |
X |
| USAA Investment Management Company |
1142 |
X |
| Veritrust Financial, L.L.C. |
1069 |
X |
| Waddell & Reed, Inc |
1042 |
X |
While we cannot assist you with administrative services for retirement plans offered through these providers,
such as completing or submitting forms, our Retirement Plan Advisors will be happy to
discuss your retirement needs and investment choices.
Schedule a complimentary appointment with a Retirement Plan Advisor
Go >>
*www.403bCompare.com is a third-party web site, and is not owned or operated by SchoolsFirst FCU.
**Not all districts are eligible to participate through TIAA-CREF. Please check 403b Compare to see if your district is eligible to participate.
*Representatives are registered, securities are sold, and investment advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member
FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by SchoolsFirst FCU. CBSI is under contract with SchoolsFirst FCU, through the financial services program, to make securities available to Members.
CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
