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Santiam Canyon 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.

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.

403(b) Vendors with Active Payroll Slots

Employees of Santiam Canyon are eligible to establish an account with, and contribute to, the following Vendors:

*To defer Roth (after-tax) contributions , it may be necessary to open a separate designated Roth 403(b) account, even if you have an existing Pre-tax 403(b) account. Contact your vendor or representative to make sure your account is properly set-up to receive Roth 403(b) contributions. The availability of certain account types may be subject to change and/or vendor restrictions.

Click here for a Printer-Friendly PDF of the 403(b) Active Payroll Slot Vendors and the local contacts.

403(b) TSA Vendors with Inactive Payroll Slots

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

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

Additional Vendors Associated with the Plan

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: 11/5/2024 9:07:25 AM