School District of Palm Beach County Salary Reduction Agreement Processing Instructions to successfully complete the online SRA process on the SDPBC website: Starting a 403(b) and/or a 457(b) Voluntary Contribution Increasing or Decreasing a 403(b) and/or 457(b) Voluntary Contribution Stopping a 403(b) and/or 457(b) Voluntary Contribution 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) Aspire-IPX_American Century Services, LLC(844) 788-3474 ext: 5 Buttelman & Associates Financial Services (GWN Securities)(561) 965-1000 ext: 1254 Corebridge Financial (formerly AIG Retirement Services-VALIC)(800) 448-2542 Equitable(954) 809-5983 Fidelity Investments - Plan Number: 88020(800) 343-0860 Horace Mann Insurance Company(561) 743-1669 Lincoln Investment Planning, LLC(561) 649-9200 Metropolitan Life Insurance Company(833) 642-1008 National Life Group(800) 579-2878 PFS Investments (Primerica)(561) 635-0947 PlanMember Services(800) 874-6910 ReliaStar Life - Subsidiary of VOYA Financial(813) 541-1213 The Legend Group-A Lincoln Investment Co(888) 883-6710 TIAA(800) 842-2252 VOYA Financial(813) 541-1213 457(b) Aspire-IPX_American Century Services, LLC(844) 788-3474 ext: 5 Bencor(888) 258-3422 Buttelman & Associates Financial Services (GWN Securities)(561) 965-1000 ext: 1254 Corebridge Financial (formerly AIG Retirement Services-VALIC)(800) 448-2542 Equitable(954) 809-5983 Fidelity Investments - Plan Number: 86608(800) 343-0860 Horace Mann Insurance Company(561) 743-1669 Lincoln Investment Planning, LLC(561) 649-9200 Metropolitan Life Insurance Company(833) 642-1008 National Life Group(800) 579-2878 PlanMember Services(800) 874-6910 ReliaStar Life - Subsidiary of VOYA Financial(813) 541-1213 The Legend Group-A Lincoln Investment Co(888) 883-6710 VOYA Financial(813) 541-1213 Roth 403(b) Aspire-IPX_American Century Services, LLC(844) 788-3474 ext: 5 Buttelman & Associates Financial Services (GWN Securities)(561) 965-1000 ext: 1254 Corebridge Financial (formerly AIG Retirement Services-VALIC)(800) 448-2542 Equitable(954) 809-5983 Fidelity Investments - Plan Number: 88020(800) 343-0860 Horace Mann Insurance Company(561) 743-1669 Lincoln Investment Planning, LLC(561) 649-9200 Metropolitan Life Insurance Company(833) 642-1008 National Life Group(800) 579-2878 PFS Investments (Primerica)(561) 635-0947 PlanMember Services(800) 874-6910 ReliaStar Life - Subsidiary of VOYA Financial(813) 541-1213 The Legend Group-A Lincoln Investment Co(888) 883-6710 TIAA(800) 842-2252 VOYA Financial(813) 541-1213 Simplified Enrollment Retirement Savings Option For specific investment provider information, please click on the investment provider name of your choice to visit the company's website. 403(b) FPS Trust Company - Plan(b)(866) 752-6286
