The IRS has revised regulations for 403(B) plans. The new regulations will take effect on January 01, 2009. The following is a list of Foothill - De Anza Community College District approved 403(B) vendors. After December 31, 2008, only the list of vendors below is authorized to accept your 403(B) contributions. If you need more information, please send an e-mail to: nguyenhong@fhda.edu
* 403 (b) PREFERRED VENDOR LIST
1./ AMERICAN FUNDS SVCS. CO Tel: (800) 421-0180 http://www.americanfunds.com
2./ FIDELITY INVESTMENTS (Plan #51275) Tel: (800) 343-3548 http://www.fidelity.com
3./ FIRST INVESTORS CORP Tel: (800) 995-2885 http://www.firstinvestors.com
4./ METROPOLITAN LIFE INSURANCE CO. Tel: (800) 560-5001 http://www.metlife.com
5./ MIDLAND NATIONAL LIFE INS Tel: (877) 586-0240
6./ ING/RELIASTAR LIFE INS. CO Tel: (877) 882-5050 http://www.ing.com
7./ T-ROWE PRICE TRUST Tel: (800)492-7670 http://individual.troweprice.com/public/Retail
8./ TIAA-CREF (Group #B472) Tel: (888) 842-7782 http://www.tiaa-cref.org
9./ VALIC Tel: (800) 448-2542 http://www.valic.com
10./ VANGUARD FIDUCIARY TRUST CO (Group #19119) Tel: (800) 662-2003 http://www.vanguard.com
* 403(b) Preferred Vendors are offering Roth 403(b) plan (sorted by alpha)
1./ FIDELITY INVESTMENTS INSTITUTIONAL SERV. CO (Group #51275) Tel: (800) 343-3548 http://www.fidelity.com
2./ ING/RELIASTAR LIFE INS. CO Tel: (877) 882-5050 http://www.ing.com
3./ VALIC Tel: (800) 448-2542 http://www.valic.com
* For 457plan
1./ Tax Deferred Services (TDS)
2./ VALIC
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