Santa Barbara Unified School District

**ART ONLINE ENROLLMENT PROCESS**

Click here to start, stop or change a Salary Reduction Agreement.

Click here to review the Online Salary Reduction Agreement Instructions.

*Grandfathered Investment Providers in the list below are only available to employees with current accounts actively deferring. No new account application will be accepted.

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
  - Americo Financial Life and Annuity
    (800) 231-0801
  - Ameriprise Financial
    (800) 862-7919
  - Aspire-IPX_American Century Services, LLC
    (833) 264-1502
  - Brighthouse Life Insurance Company
    (800) 638-5433
  - 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: 51315
    (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
  - Midland National Life
    (877) 586-0240
  - Modern Woodmen of America
    (800) 447-9811
  - 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
  - PenServ-PenSelect/MG Trust Company
    (803) 354-5003
  - PFS Investments (Primerica)
    (800) 544-5445
  - 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
  - The Legend Group
    (888) 883-6710
  - Thrivent Financial
    (800) 847-4836
  - Thrivent Mutual Funds
    (800) 847-4836
  - Vanguard Investments - Plan Number: 433208
    (800) 569-4903
  - VOYA Financial
    (800) 584-6001
- 457(b)
  - CalSTRS Pension2
    (888) 394-2060
  - PlanMember Services
    (800) 874-6910
- Roth 403(b)
  - Americo Financial Life and Annuity
    (800) 231-0801
  - Aspire-IPX_American Century Services, LLC
    (833) 264-1502
  - Brighthouse Life Insurance Company
    (800) 638-5433
  - 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: 51315
    (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
  - PenServ-PenSelect/MG Trust Company
    (803) 354-5003
  - 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
    (888) 883-6710
  - Vanguard Investments - Plan Number: 433208
    (800) 569-4903
  - VOYA Financial
    (800) 584-6001
- Roth 457(b)
  - CalSTRS Pension2
    (888) 394-2060
  - PlanMember Services
    (800) 874-6910
- Grandfathered 403(b) Investment Providers*
  - American United Life Insurance Company
    (800) 249-6269
  - ASPire Financial Services
    (866) 634-5873
  - Franklin Templeton Mutual Funds
    (877) 219-1229
  - Global Atlantic (issued by Commonwealth)
    (508) 460-2400
  - Mass Mutual Life Insurance Company
    (800) 272-2216
  - MassMutual Ascend Life Insurance Company
    (800) 854-3649
  - Pacific Life
    (800) 722-2333
  - T. Rowe Price Assoc
    (800) 492-7670
  - TD Ameritrade
    (800) 669-3900
  - Transamerica Life Insurance Company
    (800) 317-2688
  - USAA Insurance Company
    (800) 531-8722
  - Victory Funds (formerly USAA Mutual Funds)
    (800) 235-8396

Santa Barbara Unified School District

Authorized Investment Providers

403(b)

457(b)

Roth 403(b)

Roth 457(b)

Grandfathered 403(b) Investment Providers*