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JCSD 509-J 403(b) Vendors

403(b) PLAN AT-A-GLANCE	ELIGIBILITY & LIMITS
403(b) Information	403(b) Enrollment Procedures
403(b) List of Vendors	403(b) Salary Reduction Agreement
403(b) Plan Document	403(b) Frequently Asked Questions
Solicitation Rules
457(b) Information

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 downloadable comparison grid is available to help evaluate and compare the Active Payroll Slot Vendors options in the JCSD 509-J 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 JCSD 509-J are eligible to establish an account with, and contribute to, the following Vendors:

• American Fidelity Assurance Company Plan ID# 78211
•     Fee and Performance Resources: ☑Fees CCC Summary ☑Prospectuses ☑Performance
• Todd Wells - 877-293-1090 Ext 13 email:todd.wells@americanfidelity.com
• American Funds Distributors, Inc Plan ID# Employer 164381339, Deferral Code 67004
•     Fee and Performance Resources: ☑Fees CCC Summary ☑Fees Page on Vendor's Website ☑Prospectuses
• Aaron Thompson (Edward Jones, Bend, OR) - 541-388-5613
• American Funds 403(b) Customer Service - 800-421-4225 website:https://www.americanfunds.com/individual/service-and-support/advisor-locator.html
• Arlena Young (Edward Jones, Bend, OR) - 541-330-4096
• Austin Ouderkirk (Edward Jones, Bend, OR) - 541-617-8861
• Brian Quinn (Edward Jones, Bend, OR) - 541-388-5613
• Danielle Baptist (Edward Jones, Bend, OR) - 541-389-0100
• Darrel Wisseman (Edward Jones, Prineville, OR) - 541-447-7013
• Darren Layne (Edward Jones, Sisters, OR) - 541-549-8739
• David Bishop (Edward Jones, Redmond, OR) - 541-923-8848
• Eric Pashia (Edward Jones, Bend, OR) - 541-389-4363
• Hadi Sale (Edward Jones, Terrabonne, OR) - 541-504-7817
• Jeanie Eberle (Edward Jones, Redmond, OR) - 541-923-5135
• Jessica Baltazar (Edward Jones, Redmond, OR) - 541-548-7474
• John Meyer (Edward Jones, Redmond, OR) - 541-923-2532
• John Morgan (Edward Jones, Bend, OR) - 541-382-0853
• Joshua Werner (Edward Jones, Redmond, OR) - 541-923-7773
• Justin Lappe (Edward Jones, Bend) - 541-330-4329 email:Justin.lappe@edwardjones.com
• Kate Gaughan (Edward Jones) - 541-389-4363 email:kate.gaughan@edwardjones.com
• Mark Schang (Edward Jones, Bend, OR) - 541-330-4096
• Michael Bishop, AAMS (Edward Jones, Redmond, OR) - 541 923-8848 email:michael.bishop@edwardjones.com
• Pat Lenahan (Edward Jones, Prineville, OR) - 541-447-8922
• Ryan Thornton (Edward Jones, Bend, OR) - 541-385-9375
• Shellie Gray (Edward Jones, Madras, OR) - 541-475-0423
• Travis Waiton (Edward Jones, Bend, OR) - 541-389-6106
• Tyler Hague (Edward Jones, Bend, OR) - 541-389-6106
• Equitable (AXA Equitable Life Insurance Company) Plan ID# 804577 (Roth 403(b) accounts available*)
•     Fee and Performance Resources: ☑Fees CCC Summary
• Lauren Smith, VP, CRES - 503 243-4328 email:Lauren.smith@equitable.com
• Penselect/ Foresters Financial Plan ID# D450001 (Roth 403(b) accounts available*)
•     Fee and Performance Resources: ☑Fees CCC Summary ☑Prospectuses ☑Performance
• Robert Krage - 503 296-7676 x312 email:robert.krage@ceterais.com
• Trevor Parker - (503) 296-7676 ext. 237 email:trevor.parker@ceterais.com
• Security Benefit Life Insurance Company Plan ID# Plan# 017128 (Roth 403(b) accounts available*)
•     Fee and Performance Resources: ☑Mutual Fund Fees CCC Summary ☑Variable Annuity Fees CCC Summary ☑Prospectuses ☑Performance
• Matthew Hoffman (United Financial Northwest/NEA Member Benefits) - 541-706-9211 email:Hoffman@unitedfinancialnw.com website:http://planmember.com/mhoffman

*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.

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403(b) TSA Vendors with Inactive Payroll Slots

Employees of JCSD 509-J already contributing to the Vendors below may continue to do so. However, additional employees are not allowed at this time.

• Ameriprise Financial
• Voya Retirement Insurance and Annuity Company (VRIAC)
• End of List

Additional Vendors Associated with the Plan

• Vendors Historically Associated with the JCSD 509-J 403(b) Plan