William Penn 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)

    • AIG Retirement Services (VALIC)
      (800) 448-2542
    • Ameriprise Financial
      (800) 862-7919
    • Brighthouse Life Insurance Company
      (800) 638-5433
    • Equitable
      (800) 628-6673
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • Metropolitan Life Insurance Company
      (800) 560-5001
    • Midland National Life
      (877) 586-0240
    • New York Life Insurance & Annuity Corp.
      (800) 598-2019
    • Security Benefit Group
      (800) 888-2461
    • Thrivent Financial
      (800) 847-4836
    • Vanguard Investments - Plan Number: V10085839
      (800) 569-4903
    • VOYA Financial
      (800) 584-6001
    • Waddell & Reed, Inc.
      (888) 923-3355

  • Roth 403(b)

    • AIG Retirement Services (VALIC)
      (800) 448-2542
    • Brighthouse Life Insurance Company
      (800) 638-5433
    • Equitable
      (800) 628-6673
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment Planning, LLC
      (800) 242-1421
    • Metropolitan Life Insurance Company
      (800) 560-5001
    • Security Benefit Group
      (800) 888-2461
    • Vanguard Investments - Plan Number: V10085839
      (800) 569-4903
    • Waddell & Reed, Inc.
      (888) 923-3355