Rochester School District #401

• 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)

    • American Fidelity Assurance Co.
      (800) 654-8489
    • Ameriprise Financial
      (800) 862-7919
    • ASPire Financial Services
      (866) 634-5873
    • Cetera-MG Trust Company-PenSelect
      (803) 354-5003
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Global Atlantic (issued by Commonwealth)
      (508) 460-2400
    • Horace Mann Insurance Company
      (800) 999-1030
    • Invesco OppenheimerFunds
      (800) 959-4246
    • Putnam Funds
      (800) 225-1581
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • Security Benefit Group
      (800) 888-2461
    • TIAA-CREF
      (800) 842-2888
    • Vanguard Investments - Plan Number: V10061096
      (800) 569-4903
    • VOYA Financial
      (800) 584-6001

  • Roth 403(b)

    • Cetera-MG Trust Company-PenSelect
      (803) 354-5003
    • 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
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • Security Benefit Group
      (800) 888-2461
    • TIAA-CREF
      (800) 842-2888
    • Vanguard Investments - Plan Number: V10061096
      (800) 569-4903
    • VOYA Financial
      (800) 584-6001