Portage 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
    • Aspire Financial Services
      (866) 634-5873
    • Equitable
      (800) 628-6673
    • Fidelity Investments - Plan Number: 54486
      (800) 343-0860
    • Horace Mann Insurance Company
      (800) 999-1030
    • Metropolitan Life Insurance Company
      (833) 642-1008
    • PFS Investments (Primerica)
      (800) 544-5445

  • 457(b)

    • Equitable
      (800) 628-6673
    • Fidelity Investments - Plan Number: 84551
      (800) 343-0860

  • Roth 403(b)

    • Aspire Financial Services
      (866) 634-5873
    • Equitable
      (800) 628-6673
    • Fidelity Investments - Plan Number: 54486
      (800) 343-0860
    • Horace Mann Insurance Company
      (800) 999-1030
    • PFS Investments (Primerica)
      (800) 544-5445

• MRIC Providers

  For specific investment provider information, please click on the investment provider name of your choice to visit the company's website.

  • 403(b)

    • Core Investment Provider - GLP & Associates
      (877) 457-9467
    • Core Investment Provider - Lincoln Investment through associates of M3 Investment Services
      (888) 844-7872
    • Core Investment Provider- Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 426-3753
    • Core Investment Provider- MEA Financial Services
      (800) 292-1950
    • Core Investment Provider- PlanMember Services
      (877) 769-4032
    • Single Source Investment Provider- Midwest Capital Advisors
      (877) 269-4032

  • 457(b)

    • Core Investment Provider - GLP & Associates
      (877) 457-9467
    • Core Investment Provider - Lincoln Investment through associates of M3 Investment Services
      (888) 844-7872
    • Core Investment Provider- Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 426-3753
    • Core Investment Provider- MEA Financial Services
      (800) 292-1950
    • Core Investment Provider- PlanMember Services
      (877) 769-4032
    • Single Source Investment Provider- Midwest Capital Advisors
      (877) 269-4032

  • Roth 403(b)

    • Core Investment Provider - GLP & Associates
      (877) 457-9467
    • Core Investment Provider - Lincoln Investment through associates of M3 Investment Services
      (888) 844-7872
    • Core Investment Provider- Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 426-3753
    • Core Investment Provider- MEA Financial Services
      (800) 292-1950
    • Core Investment Provider- PlanMember Services
      (877) 769-4032
    • Single Source Investment Provider- Midwest Capital Advisors
      (877) 269-4032