Employers

Select your state from the list below.

01

02

Santa Barbara Unified School District

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

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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
  - Franklin Templeton Mutual Funds
    (877) 219-1229
  - GWN Securities
    (561) 472-2700
  - Horace Mann Insurance Company
    (800) 999-1030
  - Invesco OppenheimerFunds
    (800) 959-4246
  - Lincoln Investment Planning, LLC (Pershing custodian)
    (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
  - ReliaStar Life - Subsidiary of VOYA Financial
    (877) 882-5050
  - SBLI Industrial Alliance
    (866) 363-3290
  - Security Benefit Group
    (800) 888-2461
  - The Legend Group (Pershing custodian)
    (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
- Grandfathered 403(b) Investment Providers*
  - American United Life Insurance Company
    (800) 249-6269
  - ASPire Financial Services
    (866) 634-5873
  - 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
- 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 (Pershing custodian)
    (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 (Pershing custodian)
    (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