Vendor Name and Richland Plan ID	Mutual Funds Offered	Annuities Offered
American Funds (Plan ID# 787877322)	✔
Corebridge Financial (formerly AIG Retirement, VALIC) (Plan ID# 403(b): Group 21000 Subgroup 001029 (Online Enrollment Access Code: 210000129) 457(b): GA21039)		✔
Fidelity (Plan ID# 55447)	✔
FTC (formerly Waddell & Reed/ Ivy Funds) (Plan ID# T0029815 and others)	✔
Lord Abbett (Plan ID# 41138 (formerly 8002281))	✔
National Life Group (formerly LSW) (Plan ID# 29RE)		✔
New York Life (Plan ID# 94373)		✔
Pacific Life (Plan ID# To Be Determined)		✔
ReliaStar Life Insurance Company (Plan ID# GD59)		✔
Security Benefit (Plan ID# To Be Determined)	✔	✔
Thrivent (Annuities) (Plan ID# To Be Determined)		✔
Thrivent Mutual Funds (Plan ID# To Be Determined)	✔
Vanguard (Plan ID# 432039)	✔

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

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

American Funds (Plan ID# 787877322)        ✔

Corebridge Financial (formerly AIG Retirement, VALIC) (Plan ID# 403(b): Group 21000 Subgroup 001029 (Online Enrollment Access Code: 210000129) 457(b): GA21039)        ✔

Fidelity (Plan ID# 55447)        ✔

FTC (formerly Waddell & Reed/ Ivy Funds) (Plan ID# T0029815 and others)        ✔

Lord Abbett (Plan ID# 41138 (formerly 8002281))        ✔

National Life Group (formerly LSW) (Plan ID# 29RE)        ✔

New York Life (Plan ID# 94373)        ✔

Pacific Life (Plan ID# To Be Determined)        ✔

ReliaStar Life Insurance Company (Plan ID# GD59)        ✔

Security Benefit (Plan ID# To Be Determined)        ✔

Thrivent (Annuities) (Plan ID# To Be Determined)        ✔        ✔

Thrivent Mutual Funds (Plan ID# To Be Determined)        ✔        ✔

Vanguard (Plan ID# 432039)        ✔

*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