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Bellevue SD Active 403(b) Vendor Comparison Chart: Products and Roth Status

Vendor Name and Plan ID Mutual Funds
Offered
Annuities
Offered
Roth
Available
American Funds
(Plan ID# 64933)
       ✔
Ameriprise
(Plan ID# 000000002375, Client ID152600110001)
       ✔       ✔
ASPire
(Plan ID# 13150)
       ✔
Corebridge Financial (formerly AIG Retirement, VALIC)
(Plan ID# Group 21000 Subgroup 001060 (Online Enrollment Access Pretax Account Code: 210000160 Employer Contribution Enrollment Code: 21000016012))
       ✔
Equitable (AXA Equitable Annuities)
(Plan ID# 726617-0001)
       ✔
Fidelity
(Plan ID# 54702)
       ✔
Invesco
(Plan ID# 51780)
       ✔
MassMutual Ascend (Formerly Great American)
(Plan ID# 0T9282)
       ✔
Penselect/ Foresters Financial
(Plan ID# B390056)
       ✔
Security Benefit
(Plan ID# To Be Determined)
       ✔       ✔
TIAA
(Plan ID# 357760)
       ✔        ✔
Vanguard
(Plan ID# 429994)
       ✔
Voya VRIAC
(Plan ID# 665111 (inactive VT3330))
       ✔

Bellevue SD Active 403(b) Vendor Comparison Chart: Marketing Method

Vendor Name and Plan IDCompany
Reps*
Independent
Reps**
DIY***
(no rep)
American Funds
(Plan ID# 64933)
       ✔
Ameriprise
(Plan ID# 000000002375, Client ID152600110001)
       ✔
ASPire
(Plan ID# 13150)
       ✔
Corebridge Financial (formerly AIG Retirement, VALIC)
(Plan ID# Group 21000 Subgroup 001060 (Online Enrollment Access Pretax Account Code: 210000160 Employer Contribution Enrollment Code: 21000016012))
       ✔
Equitable (AXA Equitable Annuities)
(Plan ID# 726617-0001)
       ✔
Fidelity
(Plan ID# 54702)
       ✔
Invesco
(Plan ID# 51780)
       ✔
MassMutual Ascend (Formerly Great American)
(Plan ID# 0T9282)
       ✔
Penselect/ Foresters Financial
(Plan ID# B390056)
       ✔
Security Benefit
(Plan ID# To Be Determined)
       ✔
TIAA
(Plan ID# 357760)
       ✔
Vanguard
(Plan ID# 429994)
       ✔
Voya VRIAC
(Plan ID# 665111 (inactive VT3330))
       ✔

*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: 10/24/2022 2:26:06 PM