Vendor Name and PPS Plan ID	Mutual Funds Offered	Annuities Offered	Roth Available
American Funds (Plan ID# 214271841)	✔
Ameriprise (Plan ID# 000000007272, Client ID 152595534001)	✔	✔
Corebridge Financial (formerly AIG Retirement, VALIC) (Plan ID# 01535)		✔	✔
Equitable (AXA Equitable Annuities) (Plan ID# 008974)		✔	✔
Fidelity (Plan ID# 52099)	✔		✔
FTC (formerly Waddell & Reed/ Ivy Funds) (Plan ID# T0027162 and others)	✔
Invesco (Plan ID# 77257)	✔		✔
Lincoln Financial Group (Plan ID# CR03347)		✔	✔
Penselect/ Foresters Financial (Plan ID# B250045)	✔		✔
PlanMember Services Corporation (Plan ID# 803007406)	✔		✔
ReliaStar Life Insurance Company (Plan ID# AY02)		✔	✔
Security Benefit (Plan ID# O00236)	✔	✔	✔
Vanguard (Plan ID# 433803)	✔		✔
Voya VRIAC (Plan ID# VT1157 (FE1914 child plan split 403(b)) (Verification code for online enrollment: 45886))		✔	✔

PPS Active 403(b) Vendor Comparison Chart: Marketing Method

Vendor Name and PPS Plan ID Company
Reps* Independent
Reps** DIY***
(no rep)

American Funds (Plan ID# 214271841)        ✔

Ameriprise (Plan ID# 000000007272, Client ID 152595534001)        ✔

Corebridge Financial (formerly AIG Retirement, VALIC) (Plan ID# 01535)        ✔

Equitable (AXA Equitable Annuities) (Plan ID# 008974)        ✔

Fidelity (Plan ID# 52099)        ✔        ✔

FTC (formerly Waddell & Reed/ Ivy Funds) (Plan ID# T0027162 and others)        ✔

Invesco (Plan ID# 77257)        ✔

Lincoln Financial Group (Plan ID# CR03347)        ✔

Penselect/ Foresters Financial (Plan ID# B250045)        ✔

PlanMember Services Corporation (Plan ID# 803007406)        ✔

ReliaStar Life Insurance Company (Plan ID# AY02)        ✔

Security Benefit (Plan ID# O00236)        ✔

Vanguard (Plan ID# 433803)        ✔

Voya VRIAC (Plan ID# VT1157 (FE1914 child plan split 403(b)) (Verification code for online enrollment: 45886))        ✔

*Company Affiliated Reps generally work with one particular vendor
**Independent Representatives may work with multiple vendors
***DIY means these are do-it-yourself options with no advisor

Notes:
1. Typically all products are subject to account administration fees and investment management expenses. Some annuity accounts may have surrender changes. Contact the vendor for full expense information.
2. Commissions or sales charges generally do not apply to DIY vendor accounts.
3. There may be additional legacy vendors under the 403(b) Plan. For more information contact Carruth Compliance Consulting (CCC) at 503-968-8961 or send us an inquiry on this page: https://www.ncompliance.com/ask-ccc.aspx

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Page Last Modified: 8/13/2024 4:07:39 PM