Information for Vendors
403(b) compliance services for many of its member districts together
with its third party administrator National Benefit Services, LLC
Vendor Approval Requirements
1. Vendor must be registered with the CalSTRS
2. Vendor must enter into a 403(b)
Provider / Information Sharing Agreement National
Services, LLC (NBS).
Please contact NBS with any questions:
National Benefit Services, LLC
8523 South Redwood Road
West Jordan, UT 84088
Phone:(800) 274-0503 ext.
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
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.