Burke County 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)

    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Horace Mann Insurance Company
      (800) 999-1030
    • Jefferson National Insurance Company
      (866) 667-0561
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • National Life Group
      (800) 579-2878
    • PenServ-PenSelect/MG Trust Company
      (803) 354-5003
    • PFS Investments (Primerica)
      (800) 544-5445
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • Security Benefit Group
      (800) 888-2461
    • TIAA, Recordkeeper for the NC 403b Program
    • VOYA Financial
      (800) 584-6001

  • 457(b)

    • Horace Mann Insurance Company
      (800) 999-1030
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • National Life Group
      (800) 579-2878

  • Roth 403(b)

    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Horace Mann Insurance Company
      (800) 999-1030
    • Jefferson National Insurance Company
      (866) 667-0561
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • National Life Group
      (800) 579-2878
    • PenServ-PenSelect/MG Trust Company
      (803) 354-5003
    • PFS Investments (Primerica)
      (800) 544-5445
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • Security Benefit Group
      (800) 888-2461
    • VOYA Financial
      (800) 584-6001