Following is the list of qualified 403(b) vendors who have met the
required minimum participation level of 25 employees per plan, set by
FH-DA CCD as of April 2004.
Plans with a participation level fewer than 25 employees, have been grandfathered. Employees are encouraged to move to those plans that meet the minimum participation level.
As per Assembly Bill (AB) No. 2506, 403(b)plans must be registered
with CalSTRS as of November 2004, in order to provide services to
school/community college districts. As a result of which, the below
mentioned list may change each year after.
This list can be used for setting up new accounts.
Please be advised that TSA is your own personal business and the District will not provide advice on your investment elections.
Preferred Pending Vendors List * For 403(b) plan (sorted by alpha)
1. AIG-VALIC - Tel: (800) 448-2542. www.aigretirement.com
2. AMERICAN FUNDS SVCS. CO. - Tel: (800) 421-0180. www.americanfunds.com
3. FIDELITY INVESTMENT INSTITUTIONAL SERV. CO. (Plan #51275)- Tel: (800) 343-0860.www.fidelity.com
4. JACKSON NATIONAL LIFE INS. CO. - Tel: (800) 766-4683. www.jnl.com
5. METROPOLITAN LIFE INSURANCE CO. - Tel: (800) 560-5001. www.metlife.com
6. NATIONWIDE LIFE INS - Tel: (800) 882-2822. www.bestofamerica.com
7. TIAA-CREF (Group #B472) - Tel: (888) 842-7782. www.tiaa-cref.org
8. VANGUARD FIDUCIARY TRUST CO. (Group #19119)- Tel: (800) 662-2003. www.vanguard.com
* For ROTH 403(b) plan (sorted by alpha)
1. AIG-RETIREMENT - Tel: (800) 448-2542. www.aigretirement.com
2. FIDELITY INVESTMENT INSTITUTIONAL SERV. CO.(Goup #19119)- Tel: (800) 343-0860. www.fidelity.com/atwork
3. ING - RELIASTAR LIFE INS. CO - Tel: (877) 882-5050. www.ing.com
* For 457 plan
1. AIG - RETIREMENT
2. Tax Deferred Services (TDS)
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