Investment Company

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).

Authorized 403(b) Investment Providers
Plan Code Provider Name Annuity Mutual Fund
983 American Century Services
*ROTH approved vendor
968 Americo Financial Life & Annuity Insurance Co.
*ROTH approved vendor
843 Ameriprise Financial, Inc.
963 Ameritas Life Insurance Co.
*current account holders only; no new policies
977 Annuity Investors Life Insurance Co.
*ROTH approved vendor
980 ASPire Financial Services, LLC
*ROTH approved vendor
858 Brighthouse (New England Life Ins.)
*ROTH approved vendor
884 Brighthouse Financial (formerly Travelers Insurance Co., MetLife)
931 Corebridge Financial (Formerly AIG Retirement Services)
*ROTH approved vendor
824 Equitable Financial Life Insurance Company
*ROTH approved vendor
828 Great Southern Life Insurance Co.
984 Horace Mann
981 Invesco Oppenheimer Funds
*ROTH approved vendor
803 IPX
*ROTH approved vendor
973 Jefferson National Life Insurance Co.
908 Kemper Life Insurance Co.
848 Lincoln National Life Insurance Co. (Lincoln Financial Group)
815 Mass Mutual Ascend (Formerly Great American)
852 Mass Mutual Life Insurance Co.
*current account holders only; no new policies
926 MetLife Resources/MetLife Investors/Metropolitan Life Ins. Co.
*ROTH approved vendor
813 Midland National
927 Mutual of America Life Insurance Co.
928 National Life Group (formerly LSW)
969 New York Life
982 North American Co. for Life & Health
802 Orion Portfolio Solutions, LLC
*ROTH approved vendor
986 PFS Investments Inc. (Primerica)
*ROTH approved vendor
985 PlanMember Services
*ROTH approved vendor
874 Security Benefit Life Insurance Co.
*ROTH approved vendor
827 Sterling Investors Life Insurance Co.
959 Symetra Financial
*current account holders only; no new policies
*ROTH approved vendor
801 Thrivent Financial for Lutherans
923 USAA Life Insurance Co.
863 VOYA (ReliaStar)
*ROTH approved vendor
871 VOYA Financial (formerly ING Life)
*ROTH approved vendor
Dismissed 403(b) Investment Providers
Plan Code Provider Name
922 All American Life Insurance (American General)
919 American National Insurance Company
929 Anchor National Life Insurance Co. (AIG Sun America)
962 Aviva Life Insurance Co.
909 Conseco Annuity Assurance Co.
938 Conseco Annuity Assurance Co.
958 Conseco Life Insurance Co.
939 Guardian Insurance & Annuity Co.
832 Guardian Life Insurance Co. of America
936 Integrity Life Insurance Co.
913 Jackson National Life Insurance Co.
914 Jackson National Life Insurance Co.
835 John Hancock Signature Services, Inc.
937 Lincoln Benefit Life Co.
943 National Health Insurance Co. (GALIC)
902 Nationwide Life Insurance Co.
864 Northwestern Mutual Life Insurance Co.
838 Pacific Guardian Life Insurance Co.
887 Philadelphia Life Insurance Co. (Conseco Insurance Co.)
881 State Farm Life Insurance Co.
833 Transamerica Life & Annuity Co.
950 Transamerica Life Insurance Co.
865 Transamerica Occidental Life Insurance Co.
893 Western Reserve Life Assurance Co. of Ohio
957 Wisconsin National Life Insurance Co.