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/nbpreloginnav/ready2enroll/microsite/#/tem/home
3) METROPOLITAN LIFE INSURANCE CO. Tel: (800) 560-5001 http://www.metlife.com
4) MIDLAND NATIONAL LIFE INS. Tel: (877) 586-0240 http://www.mnlife.com/
5) VOYA Financial (previously ING/RELIASTAR LIFE INS. CO) Tel: (909)980-5512 Contact person: Art Perez [email protected] https://www.voya.com/products/403b-plans
6) CalSTRS Pension2 [Plan id#400764] (Available to all eligible employees) Tel: (888) 394-2060 http://www.Pension2.com or contact John Schiffler [email protected] (916) 414-1007
7) Corebridge Financial (AKA AIG Retirement Servies/VALIC) [Plan #02190] Tel: (800) 448-2542 http://www.corebridgefinancial.com/rs or contact Kathleen Fitts kathleen.fitts@corebridgefinancial.com Tel: 1-209-571-4460 or 1-408-981-8179
8) VANGUARD Group [Plan #433818] To enroll visit https://my.vanguardplan.com/common/registration/vanguard to start your application.
403(b) Vendors that offer Roth 403(b) plan:
1) FIDELITY INVESTMENTS (Plan #51275)
2) VOYA Financial (previously ING/RELIASTAR LIFE INS. CO)
3) CalSTRS Pension2 (Available to all eligible employees)
4) 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 Fax: (408) 228-8950
2542 S. Bascom Ave, Suite 100 Campbell, CA 95008
Email: [email protected] 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 Kathleen.fitts@corebridgefinancial.com Tel: 1-209-571-4460 or 1-408-981-8179
3) CalSTRS Pension2 [Plan id# 401803] (Available to all eligible employees)Tel: (888) 394-2060 http://www.Pension2.com or contact John Schiffler [email protected] (916) 414-1007
4) FIDELITY INVESTMENTS [Plan #3060G] To enroll call (800) 343-0860 or visit website: https://nb.fidelity.com/public/nbpreloginnav/ready2enroll/microsite/#/tem/home