Listed below are the 403(b) vendors that have agreed to the terms of each employer’s Written Plan, to provide data electronically and to sign the vendor agreement for your employer. Please check the website before you make a final decision about any vendor. Only vendors who have agreed to sign the vendor information sharing agreement are available in each plan
Note regarding “grandfathered status”: Texas law exempts 403(b) contracts entered into prior to June 1, 2002 from the current TRS approved vendor/product rules. However, in order to be in the Employer’s Plan after January 1, 2009 IRS rules require that the vendor be listed in the Written Plan. To be listed in the Written Plan we require the vendor to sign a vendor agreement. All of the vendors listed below have indicated they will sign this agreement. Most vendors with “grandfathered” contracts under Texas rules have not agreed to sign a vendor agreement.
| Company | Phone Number | Website |
|---|---|---|
| 403b ASP (ASPire Financial Services)** | 855-475-3335 | |
| AIG Retirement Services (formerly VALIC)** | 800-448-2542 | www.valic.com |
| American Century Investments** | 800-345-3533 | www.americancentury.com/enroll |
| American United Life Ins. Co. (only for plans established prior to 2007) | 317-285-1877 | www.oneamerica.com |
| Americo† | 800-231-0801 | www.americo.com |
| Annuity Investors Life Insurance (AILIC, subsidiary of Great American)** | 800-438-3398 | |
| Athene (formerly Aviva, and only for participants contributing prior to 1/1/2008) | 800-800-9882 | www.atheneannuity.com |
| AXA Equitable Life Insurance Company** | 800-628-6673 | www.us.axa.com |
| CLS Investments, LLC** | 402-493-3313 | |
| C M Life (subsidiary of Mass Mutual) | 800-272-2216 | |
| Columbia Management Investment Distributors, Inc. (accounts available through Ameriprise) | 800-862-7919 | |
| Commonwealth Annuity | 800-457-9047 | |
| Federated Funds**(new accounts available through ASPire Financial) | 800-245-0242 | www.federatedinvestors.com |
| Fidelity Security Life | 800-648-8624 | www.fslins.com |
| First Investors Funds distributed by Foresters Financial** | 800-432-4026 | www.foresters.com |
| FAM Funds (only for participants contributing prior to 5/22/2014) | 800-932-3271 | |
| Franklin Templeton | 800-530-2432 | www.franklintempleton.com |
| General American (only for participants contributing prior to 6/1/2002) | 866-214-0926 | |
| GLP & Associates** | 877-457-9467 | www.glpwins.com |
| Great American Financial Resources (only for participants contributing prior to 1/1/2008)** | 800-789-6771 | |
| GWN Securities** | 561-472-2700 | www.gwnsecurities.com |
| Horace Mann Investors (includes the Retirement Advantage Product)** | 800-999-1030 | www.horacemann.com |
| Horace Mann Life Insurance** | 800-999-1030 | www.horacemann.com |
| Industrial Alliance Pacific (acquired by Security Benefit) | 800-888-2461 | www.securitybenefit.com |
| Invesco Distributors, Inc (previously Oppenheimer Funds Distributor, Inc.)** | 800-835-7305 | www.invesco.com |
| ISC Group | 800-888-3520 | www.iscgroup.com |
| Jefferson National Life Ins. Co. (only for plans established prior to 2016) | 866-667-0561 | www.jeffnat.com |
| The Legend Group** | 800-749-4221 | www.legendgroup.com |
| Lincoln Financial Group**† | 800-234-3500 | www.lincolnfinancial.com |
| Lincoln Investment Planning** | 800-242-1421 | www.lincolninvestment.com |
| Mass Mutual (only for participants contributing prior to 6/1/2002) | 800-234-5606 | www.massmutual.com |
| Metropolitan Life Insurance Company**† | 732-866-4042 | www.metlife.com/mlrcontacts |
| Midland National Life Insurance Company (only for participants contributing prior to 8/27/2019) | 877-586-0240 | www.midlandannuity.com |
| Modern Woodmen of America | 800-447-9811 | www.modern-woodmen.org |
| National Life Group** | 800-579-2878 | www.retirementhomeroom.com |
| New York Life | 800-710-7945 | www.newyorklife.com |
| North American Co. for Life and Health Insurance (only for participants contributing prior to 8/27/2019) | 866-322-7065 | www.nacannuity.com |
| Pentegra Retirement Services | 800-433-4422 | www.pentegra.com |
| PFS Investments (Primerica)** | 800-544-5445 | www.primerica.com/public |
| PlanMember Services** | 800-874-6910 | www.planmember.com |
| Putnam Investments | 800-662-0019 | www.putnam.com |
| RBFCU** | 800-772-2182 | www.nationwide.com |
| RiverSource Investments, LLC (Ameriprise) | 800-862-7919 | www.riversource.com |
| Security Benefit** | 800-888-2461 | www.securitybenefit.com |
| Sentinel Funds (only for participants contributing prior to 1/1/2008) | 800-282-3863 | |
| Symetra** | 800-796-3872 | www.symetra.com |
| Thrivent Financial for Lutherans | 800-847-4836 | www.thrivent.com |
| Transamerica Life Insurance Company (only for plans established prior to 2007) | 317-285-1877 | www.oneamerica.com |
| T Rowe Price* (only for participants contributing prior to 9/1/2017) | 800-638-7890 | |
| USAA Investment Mgmt Company | 800-531-8292 | www.usaa.com |
| USAA Life Insurance Company | 800-531-8292 | www.usaa.com |
| Vanguard** | 800-569-4903 | www.vanguard.com |
| VOYA Financial (formerly ING Life)** | 800-262-3862 | |
| VOYA ReliaStar (formerly ING ReliaStar)** | 877-884-5050 | |
| Waddell & Reed (Roth option no longer offered after 1/1/2010) | 800-923-3355 | www.waddell.com |
| Western National Life Insurance Company (only for participants contributing prior to 9/1/2017) | 800-525-7762 |
*T. Rowe Price no longer accepts new employer groups as of 8/1/2012
** Roth contributions are accepted by these vendors
† If applicable in your employer’s Plan