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

 

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Information for Vendors

 

FBC performs 403(b) compliance services for many of its member districts together with its third party administrator National Benefit Services, LLC (NBS).

 

FBC Vendor Approval Requirements

 

1. Vendor must be registered with the CalSTRS database 403bCompare.com.

 

2. Vendor must enter into a 403(b) Provider / Information Sharing Agreement National

    Benefit Services, LLC (NBS). 

 

Please contact NBS with any questions:

 

                                National Benefit Services, LLC

                                Attn: Daren Holverson

                                8523 South Redwood Road

                                West Jordan, UT 84088

                                Phone:(800) 274-0503 ext. 621

                                Fax: (801) 858-0251

 

Vendors that enter into the FBC's 403(b) Provider / Information Sharing Agreement with NBS become "approved vendors".  Only approved vendors may receive transfers or exchanges of plan 403(b) amounts (subject to the terms of the Agreement).  A list of approved vendors may be found here.

 

The compliance monitoring fee for the program is $1.50 per participant with a balance each month.  This fee is divided among vendors for participants who have accounts with more than one vendor.  This compliance monitoring fee is invoiced to vendors on a monthly basis.

 

Which Employers Are Covered by the Agreement?

 

Schedule A of the Agreement identifies the employer plans currently covered by the Agreement.

 

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6401 Linda Vista Road, San Diego, CA 92111