Panama-Buena Vista Union 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 Century Services, LLC - Plan Number: 154167001
      (800) 345-3533
    • American Fidelity Assurance Co.
      (800) 654-8489
    • American Funds
      (800) 421-0180
    • American United Life Insurance Company
      (800) 249-6269
    • Americo Financial Life and Annuity
      (800) 231-0801
    • Ameriprise Financial
      (800) 862-7919
    • Aspire-IPX
      (844) 788-3474 ext: 5
    • CalSTRS Pension2
      (888) 394-2060
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • CTA RSP 403(b) Plan
      (855) 604-6222
    • Equitable
      (800) 628-6673
    • Fidelity Investments - Plan Number: 61449
      (800) 343-0860
    • Fiduciary Trust Company of New Hampshire
      (877) 500-9590
    • Franklin Templeton Mutual Funds
      (877) 219-1229
    • GWN Securities
      (561) 472-2700
    • Horace Mann Insurance Company
      (800) 999-1030
    • Invesco OppenheimerFunds
      (800) 959-4246
    • Jackson National Life Insurance Co
      (800) 644-4565
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • Lincoln National Life Insurance Company
      (800) 454-6265
    • Metropolitan Life Insurance Company
      (833) 642-1008
    • Midland National Life
      (877) 586-0240
    • National Life Group
      (800) 579-2878
    • New York Life Insurance & Annuity Corp.
      (800) 598-2019
    • North American Company for Life
      (866) 322-7069
    • Orion Portfolio Solutions
      (800) 379-2513
    • Pacific Life
      (800) 722-2333
    • PlanMember Services
      (800) 874-6910
    • Putnam Funds
      (800) 225-1581
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • SBLI Industrial Alliance
      (866) 363-3290
    • Security Benefit Group
      (800) 888-2461
    • Thrivent Financial
      (800) 847-4836
    • Transamerica Mutual Funds
      (866) 835-8866
    • Vanguard Investments - Plan Number: 427862
      (800) 569-4903
    • Washington National Insurance Co.

  • 457(b)

    • CalSTRS Pension2
      (888) 394-2060
    • PlanMember Services
      (800) 874-6910
    • Teachers Pension Exchange (TPX)
      (888) 498-6870

  • Roth 403(b)

    • American Century Services, LLC
      (800) 345-3533
    • American United Life Insurance Company
      (800) 249-6269
    • Aspire-IPX
      (844) 788-3474 ext: 5
    • CalSTRS Pension2
      (888) 394-2060
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • CTA RSP 403(b) Plan
      (855) 604-6222
    • Equitable
      (800) 628-6673
    • Fidelity Investments
      (800) 343-0860
    • Fiduciary Trust Company of New Hampshire
      (877) 500-9590
    • GWN Securities
      (561) 472-2700
    • Horace Mann Insurance Company
      (800) 999-1030
    • Invesco OppenheimerFunds
      (800) 959-4246
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • Lincoln National Life Insurance Company
      (800) 454-6265
    • Metropolitan Life Insurance Company
      (833) 642-1008
    • National Life Group
      (800) 579-2878
    • Orion Portfolio Solutions
      (800) 379-2513
    • PlanMember Services
      (800) 874-6910
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • SBLI Industrial Alliance
      (866) 363-3290
    • Security Benefit Group
      (800) 888-2461
    • Vanguard Investments - Plan Number: 427862
      (800) 569-4903
    • Washington National Insurance Co.

  • Roth 457(b)

    • CalSTRS Pension2
      (888) 394-2060
    • PlanMember Services
      (800) 874-6910
    • Teachers Pension Exchange (TPX)
      (888) 498-6870