Berks County Intermediate Unit 14

• 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
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Horace Mann Insurance Company
      (800) 999-1030
    • Invesco OppenheimerFunds
      (800) 959-4246
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • PFS Investments (Primerica)
      (800) 544-5445
    • Security Benefit Group
      (800) 888-2461
    • Thrivent Financial
      (800) 847-4836
    • VOYA Financial
      (800) 584-6001

  • 457(b)

    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Horace Mann Insurance Company
      (800) 999-1030
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • Security Benefit Group
      (800) 888-2461
    • Thrivent Financial
      (800) 847-4836
    • VOYA Financial
      (800) 584-6001

  • Roth 403(b)

    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Horace Mann Insurance Company
      (800) 999-1030
    • Invesco OppenheimerFunds
      (800) 959-4246
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • PFS Investments (Primerica)
      (800) 544-5445
    • Security Benefit Group
      (800) 888-2461

  • Roth 457(b)

    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Horace Mann Insurance Company
      (800) 999-1030
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • Security Benefit Group
      (800) 888-2461