Cartwright School District #83

• Authorized Investment Providers

  For specific investment provider information, please click on the investment provider name of your choice to visit the company's website.

  • 403(b)

    • Ameriprise Financial
      (800) 862-7919
    • AXA Equitable Life Insurance Company
      (800) 628-6673
    • Fidelity Investments - Plan Number: 86862
      (800) 343-0860
    • Foresters Financial
      (800) 423-4026
    • Great American-Annuity Investors Life
      (800) 854-3649
    • Horace Mann Insurance Company
      (800) 999-1030
    • Metropolitan Life Insurance Company
      (800) 560-5001
    • National Life Group
      (800) 579-2878
    • New York Life Insurance & Annuity Corp.
      (800) 598-2019
    • Oppenheimer Funds
      (888) 470-0862
    • PFS Investments (Primerica)
      (800) 544-5445
    • PlanMember Services
      (800) 874-6910
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • Security Benefit Group
      (800) 888-2461
    • The Legend Group - A Lincoln Investment Company
      (888) 883-6710
    • Thrivent Financial for Lutherans
      (800) 847-4836
    • VALIC
      (800) 448-2542

  • 457(b)

    • AXA Equitable Life Insurance Company
      (800) 628-6673
    • Foresters Financial
      (800) 423-4026
    • National Life Group
      (800) 579-2878
    • PlanMember Services
      (800) 874-6910
    • VALIC
      (800) 448-2542

  • Roth 403(b)

    • AXA Equitable Life Insurance Company
      (800) 628-6673
    • Fidelity Investments - Plan Number: 86862
      (800) 343-0860
    • Foresters Financial
      (800) 423-4026
    • Great American-Annuity Investors Life
      (800) 854-3649
    • Horace Mann Insurance Company
      (800) 999-1030
    • Metropolitan Life Insurance Company
      (800) 560-5001
    • National Life Group
      (800) 579-2878
    • PFS Investments (Primerica)
      (800) 544-5445
    • PlanMember Services
      (800) 874-6910
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • Security Benefit Group
      (800) 888-2461
    • The Legend Group - A Lincoln Investment Company
      (888) 883-6710
    • VALIC
      (800) 448-2542

• Forms

  For employer specific forms and information, please click on the corresponding PDF listed below.
  • • 403(b) Roth Salary Reduction Agreement
  • • 403(b) Salary Reduction Agreement
  • • 457(b) Enrollment Form
  • • Meaningful Notice