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Eugene 4J 403(b) Vendors

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.

A comparison grid is available to help evaluate and compare the Active Payroll Slot Vendors options in the Eugene 4J 403(b) Plan. Additional information concerning available fee and performance information is linked below the vendor name in the list of Active Payroll Slots.

Please note: Exchanges, Transfers, and Rollovers into the plan are only allowed to Active or Inactive Payroll Slot Vendors.

403(b) TSA Vendors with Active Payroll Slots

Employees of Eugene 4J are eligible to establish an account with, and contribute to, the following Vendors:

Click here for a Printer-Friendly PDF of this 403(b) Vendor Page.

403(b) TSA Vendors with Inactive Payroll Slots

Employees of Eugene 4J already contributing to the Vendors below may continue to do so. However, additional employees are not allowed at this time.

Additional Vendors Associated with the Plan

 

 

Page Last Modified: 5/18/2023 4:36:06 PM