Lake Bluff Elementary School District 65

• 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 Financial Services
      (866) 634-5873
    • AXA Equitable Life Insurance Company
      (800) 628-6673
    • Fidelity Investments - Plan Number: 22657
      (800) 343-0860
    • Franklin Templeton Mutual Funds
      (800) 527-2020
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • Metropolitan Life Insurance Company
      (800) 560-5001
    • Oppenheimer Funds
      (888) 470-0862
    • Vanguard Investments - Plan Number: 10063286
      (800) 569-4903

  • 457(b)

    • ASPire Financial Services
      (866) 634-5873
    • AXA Equitable Life Insurance Company
      (800) 628-6673
    • Fidelity Investments - Plan Number: 22660
      (800) 343-0860
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • Metropolitan Life Insurance Company
      (800) 560-5001

  • Roth 403(b)

    • ASPire Financial Services
      (866) 634-5873
    • AXA Equitable Life Insurance Company
      (800) 628-6673
    • Fidelity Investments - Plan Number: 22657
      (800) 343-0860
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • Metropolitan Life Insurance Company
      (800) 560-5001
    • Oppenheimer Funds
      (888) 470-0862
    • Vanguard Investments
      (800) 569-4903

  • Roth 457(b)

    • ASPire Financial Services
      (866) 634-5873
    • AXA Equitable Life Insurance Company
      (800) 628-6673
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • Metropolitan Life Insurance Company
      (800) 560-5001

• Forms

  For employer specific forms and information, please click on the corresponding PDF listed below.
  • • 403(b) Roth Salary Reduction Agreement
  • • 403(b) Salary Reduction Agreement
  • • 457(b) Enrollment Form
  • • 457(b) Roth Enrollment Form
  • • Meaningful Notice