Investment Companies | ||||
These insurance carriers and investment companies have been authorized by the DOE to receive TSA contributions. The company name and code should be used on the Salary Reduction Agreement to initiate or make changes to Program participation. In order to establish an account with an investment company you must contact the investment company directly or work with your financial advisor. You should carefully evaluate investment companies and select one that best fits your needs. Insurance carriers and investment companies identified as Authorized are exchange eligible because they have entered into an Information Sharing Agreement with the DOE's third party administrator (National Benefit Services, LLC) in accordance with the IRS' new 403(b) regulations and are eligible to receive or exchanges (formerly known as 90-24 Transfers). |
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Plan Code | Authorized Investment Company Name | Exchange Eligible | Annuity | Mutual Fund |
983 | American Century Services | Yes | √ | |
968 | Americo Financial Life & Annuity Insurance Co. | Yes | √ | |
843 | Ameriprise Financial, Inc. | Yes | √ | √ |
963 | Ameritas Life Insurance Co. (current account holders only; no new policies) | Yes | √ | |
977 | Annuity Investors Life Insurance Co. | Yes | √ | |
980 | ASPire Financial Services, LLC | Yes | √ | |
824 | AXA | Yes | √ | |
815 | Great American Life Insurance Co. | Yes | √ | |
828 | Great Southern Life Insurance Co. | Yes | √ | |
984 | Horace Mann | Yes | √ | |
973 | Jefferson National Life Insurance Co. | Yes | √ | |
908 | Kemper Life Insurance Co. | Yes | √ | |
848 | Lincoln National Life Insurance Co. (Lincoln Financial Group) | Yes | √ | |
852 | Mass Mutual Life Insurance Co. | Yes | √ | |
926 | MetLife Resources/MetLife Investors | Yes | √ | |
853 | Metropolitan Life Insurance Co. | Yes | √ | |
813 | Midland National | Yes | √ | |
927 | Mutual of America Life Insurance Co. | Yes | √ | |
928 | National Life Group (formerly LSW) | Yes | √ | |
969 | New York Life | Yes | √ | |
982 | North American Co. for Life & Health | Yes | √ | |
981 | Oppenheimer Funds | Yes | √ | |
986 | PFS Investments Inc. (Primerica) | Yes | √ | |
985 | PlanMember Services | Yes | √ | |
874 | Security Benefit Life Insurance Co. | Yes | √ | √ |
827 | Sterling Investors Life Insurance Co. | Yes | √ | |
858 | The New England Life Insurance Co. | Yes | √ | |
801 | Thrivent Financial for Lutherans | Yes | √ | |
884 | Travelers Insurance Co. (MetLife) | Yes | √ | |
923 | USAA Life Insurance Co. | Yes | √ | |
931 | VALIC | Yes | √ | |
863 | VOYA (ReliaStar) | Yes | √ | |
871 | VOYA Financial (formerly ING Life) | Yes | √ |