Happy Valley Union Elementary School District

• 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)

    • American Fidelity Assurance Co.
      (800) 654-8489
    • American Funds
      (800) 421-0180
    • CalSTRS Pension2
      (888) 394-2060
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • CTA RSP 403(b) Plan
      (855) 604-6222
    • Franklin Templeton Mutual Funds
      (877) 219-1229
    • Horace Mann Insurance Company
      (800) 999-1030
    • Invesco OppenheimerFunds
      (800) 959-4246
    • Modern Woodmen of America
      (800) 447-9811
    • National Life Group
      (800) 579-2878
    • Security Benefit Group
      (800) 888-2461
    • TD Ameritrade
      (800) 669-3900

  • 457(b)

    • CalSTRS Pension2
      (888) 394-2060