Waltham Public Schools

• 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)

    • Ameriprise Financial
      (800) 862-7919
    • AXA Equitable Life Insurance Company
      (800) 628-6673
    • Franklin Templeton Mutual Funds
      (800) 527-2020
    • Global Atlantic (issued by Commonwealth)
      (508) 460-2400
    • Horace Mann Insurance Company
      (800) 999-1030
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • Metropolitan Life Insurance Company
      (800) 560-5001
    • Oppenheimer Funds
      (888) 470-0862
    • Putnam Funds
      (800) 225-1581
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • Vanguard Investments
      (800) 569-4903
    • VOYA Financial
      (800) 584-6001
    • Waddell & Reed, Inc.
      (888) 923-3355

• Forms

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