Upper Dublin 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
    • Aspire Financial Services
      (866) 634-5873
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment Planning, LLC (Pershing custodian)
      (800) 242-1421
    • PFS Investments (Primerica)
      (800) 544-5445
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • Security Benefit Group
      (800) 888-2461
    • Vanguard Investments - Plan Number: 433957
      (800) 569-4903
    • VOYA Financial
      (800) 584-6001

  • 457(b)

    • Aspire Financial Services
      (866) 634-5873
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment Planning, LLC (Pershing custodian)
      (800) 242-1421
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • Security Benefit Group
      (800) 888-2461

  • Roth 403(b)

    • Aspire Financial Services
      (866) 634-5873
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment Planning, LLC (Pershing custodian)
      (800) 242-1421
    • PFS Investments (Primerica)
      (800) 544-5445
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • Security Benefit Group
      (800) 888-2461
    • Vanguard Investments - Plan Number: 433957
      (800) 569-4903

  • Roth 457(b)

    • Aspire Financial Services
      (866) 634-5873
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment Planning, LLC (Pershing custodian)
      (800) 242-1421
    • Security Benefit Group
      (800) 888-2461