FINRA's Broker Check provides background information, registration status, and more on a potential financial advisor. Additional information may be available through the Oregon's Insurance Resource Page or the Washington State Consumer Tool about insurance product providers and/or advisors. Our Choosing an Investment page has additional information to help you evaluate your investment options.
The 403bCompare web site is an information bank of free objective information about 403(b) vendors and the products they offer. While the primary focus is for employees of California school districts it is a useful resource for 403(b) plan participants in other states as well.
A Vendor Comparison Grid is available to help evaluate and compare the Active Payroll Slot Vendors. Additional information concerning available fee and performance information and more is linked below.
Employees of Bend-La Pine Schools are eligible to establish an account with, and contribute to, the following Vendors:
Click here for a Printer-Friendly PDF of the 403(b) Active Payroll Slot Vendors and the local contacts.
Employees of Bend-La Pine Schools already contributing to the Vendors below may continue to do so. However, additional employees are not allowed at this time.
Please note: Exchanges, Transfers, and Rollovers into the plan are only allowed to Active or Inactive Payroll Slot Vendors.
Note: Most employers have Solicitation Rules or other employer workplace policies governing access to employees for the purpose of product marketing of any kind both in person and utilizing employer technology (including email). Learn more by clicking here.
Page Last Modified: 8/15/2024 4:16:15 PM