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Tacoma Public Schools 403(b) Vendors

General Vendor Information

Basic Information About Products

Investment products for 403(b) plans may be broken down into the following investment types:

  • Fixed Annuities
  • Variable Annuities with a Fixed Account
  • Variable Annuities without a Fixed Account
  • 403(b)(7) Custodial Mutual Funds (No-Load)
  • 403(b)(7) Custodial Mutual Funds (Load)
  • 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)

Various vendors may offer one or more of these types of investments. Look for fund profiles, performance, prospectuses, and fees associated with specific vendors in the column to the right for information about particular offerings.

How do I choose a Vendor?

Generally speaking, vendors market their 403(b) investment products using one or more of the following approaches:

  • Agents Who Are Contracted Exclusively with the Vendor
  • Independent 403(b) Practitioners
  • Regional or Central Office Employees
  • Seminars, Meetings, and/or Brochure Distribution
  • Websites

Learn More

Choosing an Investment

CCC provides in-depth information to assist you in choosing an investment. Learn More

What If I Need Financial Advice?

Click on this link for information about the financial advisor industry and helpful suggestions about how to locate one or more qualified, professional, and licensed financial advisors that meet your needs. Learn More

 

Vendors Eligible to Receive Contributions

403(b) TSA Vendors with Active Payroll Slots

Important: The list below represents those Vendors that currently hold Active Payroll Slots in the Tacoma Selected Vendors 403(b) Plan. Additional Vendor-specific information (viewable by clicking a Vendor's name in the following list) is being added to the site by the Vendors themselves, and should expand and improve over time.

Employees of Tacoma are eligible to apply for an account under the Selected Vendors 403(b) Plan with any Vendor whose name appears in the following list. Please see Enrollment Procedures for details on how to do this:

Please note the Active Payroll Slot Vendors above are Eligible to Receive Exchanges and Transfers under the 403(b) plan. A Direct ISA is on file with each of these vendors, you may click here to access information concerning these agreements.

Click Here for a Printer-Friendly PDF list of the above Vendors.

Orphaned Vendors

An Orphaned Vendor for Tacoma is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The following list includes all known Tacoma Orphaned Vendors:

  • End of List

Click Here for a Printer-Friendly PDF list of the above Vendors.

Deselected Vendors

Important: The list below represents those Vendors that held Active or Inactive Payroll Slots in the Tacoma Selected Vendors 403(b) Plan and received contributions after 12/31/2008, but that no longer are eligible to receive contributions.

  • End of List

Click Here for a Printer-Friendly PDF list of the above Vendors.

Grandfathered Vendors

Grandfathered Contribution Vendors

The following Vendors received Contributions under the Plan prior to 1/1/2005, but have received no Contributions under the Plan after 12/31/2004:

  • End of List

Click Here for a Printer-Friendly PDF list of the above Exchanges, Transfers, and Rollover Vendors.

Grandfathered Exchange/Transfer/Rollover Vendors

The following Vendors received at least one 90-24 Transfer under the Plan prior to 9/25/2007, but have not received Contributions into any Account for any Participant under the Plan for Tacoma since 12/31/2004:

  • End of List

Click Here for a Printer-Friendly PDF list of the above Exchanges, Transfers, and Rollover Vendors.