Helping school employees of San Diego County, Riverside County, and Imperial County save for retirement.

 

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Approved Vendor List

 

Authorized Investment Companies

 

These investment companies have been authorized by the Fringe Benefits Consortium (FBC) to receive 403(b) contributions.  The company name and VIN # 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 your 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.

 

The investment companies below are eligible to receive transfers from other investment providers because they have entered into an Information Sharing Agreement with National Benefit Services, LLC, the FBC's third party administration firm in accordance with the IRS' new 403(b) regulations.

 

   

Financial
VIN #* Authorized Investment Company Name
1164 American Century Investments***
1062 American Fidelity Assurance Company***
1035 Americo Financial Life and Annuity Insurance Company***
1041 Ameriprise Financial Inc.
1067 AXA Equitable Life Insurance Company
1073 Brighthouse Financial(formerly MetLife Insurance Company of Connecticut)
1097 CalSTRS Pension II
1926 CTA Voluntary Retirement Plans for Educators, LLC.***
1960 Empower Retirement          Fees                                                                                (Empower is the only 457(b) approved vendor)
1133 Fidelity Investments Institutional Services Com.**
1077 First Investors Funds distributed by Foresters Financial
1025 Franklin Templeton Investments
1148 FTJ FundChoice, LLC
1018 Global Atlantic Financial Group***
1096 Great American Insurance Group (Annuity Investors Life Insurance Company)
1113 GWN Securities, Inc
1014 Horace Mann Companies***
1135 Industrial-Alliance Pacific Life Ins Co, US Branch***
1052 Legend Group, Inc., The***
1068 Lincoln Investment Planning, Inc.
1029 Lincoln Nat'l Life Ins Co (Lincoln Fin Grp), The***
1074 MassMutual, through its subsidiary, C.M. Life Insurance Co.***
1024 Metropolitan Life Insurance Co -aka- MetLife, MetLife Investors, MetLife Resources
1043 Midland National
1015 Modern Woodmen of America***
1036 National Life Group (Formerly known as LSW)
1083 New York Life Ins. & Annuity Corp.***
1472 North American Company for Life and Health
1121 Oppenheimer Funds Distributor, Inc                                                                                
1718 Pentegra Retirement Services (Aspire Financial)***
1030 PFS Investments Inc***
1127 PlanMember Services Corp
1022 Security Benefit
1038 Thrivent Financial AKA Thrivent Financial for Lutherans, Thrivent Investment Mangement, Inc.
1160 Transamerica Life Insurance Company***
1117 VALIC
1060 Voya Financial/Reliastar
1961 Voya Retirement Insurance and Annuity Company
1042 Waddell & Reed, Inc***

*VIN used on 403(b)compare.com vendor identification number

       

***Grossmont-Cuyamaca Community College District will no longer be accepting new SRA's for these
      vendors, effective November 17, 2016

 

**Fidelity Investments Institutional Services Com. is presently an approved vendor for the following FBC member districts:

Bonsall Unified, Borrego Springs Unified, Cajon Valley, Cardiff, Carlsbad Unified, Chula Vista Elementary, Coronado Unified,Encinitas Union, Escondido Union Elementary, Escondido Union High, Fallbrook Union Elementary, Fallbrook Union High School, Grossmont Community College, Grossmont Union High, Hemet Unified School District, High Tech High, La Mesa Spring Valley, Lakeside Union, Mira Costa Community College, Oceanside Unified, Poway Unified, Ramona Unified, San Diego Community College, San Diego County Office of Education, San Marcos, San Ysidro, SiaTech, Solana Beach, South Bay Union, Southwestern Community College, Sweetwater Union High, Valley Center-Pauma Unified, and Vista Unified.

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