Octorara Area School District

• 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
    • Fidelity Investments - Plan Number: 52200
      (800) 343-0860
    • Fiduciary Trust Company of New Hampshire
      (877) 500-9590
    • Invesco OppenheimerFunds
      (800) 959-4246
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment Planning, LLC (Pershing custodian)
      (800) 242-1421
    • New York Life Insurance & Annuity Corp.
      (800) 598-2019
    • Security Benefit Group
      (800) 888-2461
    • Vanguard Investments - Plan Number: 428034
      (800) 569-4903

  • 457(b)

    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Fidelity Investments - Plan Number: 8280R
      (800) 343-0860
    • Kades-Margolis Corp.
      (800) 433-1828

  • Roth 403(b)

    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Fidelity Investments
      (800) 343-0860
    • Fiduciary Trust Company of New Hampshire
      (877) 500-9590
    • Invesco OppenheimerFunds
      (800) 959-4246
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment Planning, LLC (Pershing custodian)
      (800) 242-1421
    • Security Benefit Group
      (800) 888-2461