AVAILABLE VENDORS LIST
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) and 457(b) vendors. After December 31, 2008, only the list of vendors below is authorized to accept your 403(b) and or 457(b) contributions.
If you need additional reference information on the 403(b) vendors below, visit www.403bcompare.com or contact your financial advisor for guidance.
403(b) VENDORS LIST
1) AMERICAN FUNDS SVCS. (Plan #96594) Tel: (800) 421-0180 http://www.americanfunds.com
2) FIDELITY INVESTMENTS (Plan #51275) To enroll call (800) 343-0860 or visit website: https://nb.fidelity.com/public/nb/ready2enroll/home
3) PENSERV PLAN SERVICES (previously FIRST INVESTORS FUNDS) Tel: (800) 995-2885
http://ceterainvestors.com or contact Casey Winningham casey.winningham@ceterainvestors.com; (408) 452-4200 x203
4) METROPOLITAN LIFE INSURANCE CO. Tel: (800) 560-5001 http://www.metlife.com
5) MIDLAND NATIONAL LIFE INS. Tel: (877) 586-0240 http://www.mnlife.com/
6) VOYA Financial (previously ING/RELIASTAR LIFE INS. CO) Tel: (909)980-5512 Contact person: Art Perez Art.Perez@voya.com https://www.voya.com/products/403b-plans
7) T. ROWE PRICE TRUST Tel: (800) 492-7670 http://individual.troweprice.com/public/Retail
8) CalSTRS Pension2 (Plan id#400764) Tel: (888) 394-2060 http://www.Pension2.com or contact John Schiffler jschiffler@CalSTRS.com (916) 414-1007 (Available to all eligible employees)
9) Corebridge Financial (AKA AIG Retirement Servies/VALIC) (Plan #02190) Tel: (800) 448-2542 http://www.corebridgefinancial.com/rs or contact Dawn Pugh Dawn.Pugh@corebridgefinancial.com Tel: 1-209-571-4460 or 1-669-245-1174
10) VANGUARD Group (Plan #433818) To enroll call (800) 569-4903 between the hours of 8am- and 8pm EST or contact payroll@fhda.edu for assistance; visit http://www.vanguard403bservices.com/common/registration/vanguard to start your application.
403(b) Vendors that offer Roth 403(b) plan:
1) PENSERV PLAN SERVICES (previously FIRST INVESTORS FUNDS)
2) FIDELITY INVESTMENTS (Group #51275)
3) VOYA Financial (previously ING/RELIASTAR LIFE INS. CO)
4) CalSTRS Pension2 (Available to all eligible employees)
5) Corebridge Financial (AKA AIG Retirement Servies/VALIC)
457(b) and Roth 457(b) VENDORS LIST:
1) EBSG - Employee Benefits Services Group Tel: (408) 978-1000 x135 Fax: (408) 228-8950
2542 S. Bascom Ave, Suite 100 Campbell, CA 95008
Email: dwang@ebenefitsservices.net or doris_wang@yahoo.com Cell phone: (408) 396-6988
2) Corebridge Financial (AKA AIG Retirement Servies/VALIC) (Plan #02190) Tel: (800) 448-2542 http://www.corebridgefinancial.com/rs or contact Dawn Pugh Dawn.Pugh@corebridgefinancial.com Tel: 1-209-571-4460 or 1-669-245-1174
3) CalSTRS Pension2 (Plan id# 401803) Tel: (888) 394-2060 http://www.Pension2.com or contact John Schiffler jschiffler@CalSTRS.com (916) 414-1007 (Available to all eligible employees)