Upper Merion 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)

    • Equitable
      (800) 628-6673
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • Security Benefit Group
      (800) 888-2461
    • Vanguard Investments - Plan Number: 434036
      (800) 569-4903

  • 457(b)

    • Equitable
      (800) 628-6673
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • Security Benefit Group
      (800) 888-2461

  • Roth 403(b)

    • Equitable
      (800) 628-6673
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • Security Benefit Group
      (800) 888-2461