Shelton School District #309

• 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
    • Fidelity Investments - Plan Number: 65707
      (800) 343-0860
    • Franklin Templeton Mutual Funds
      (800) 527-2020
    • Global Atlantic (issued by Commonwealth)
      (508) 460-2400
    • Horace Mann Insurance Company
      (800) 999-1030
    • Invesco OppenheimerFunds
      (800) 959-4246
    • IPX_American Century Services, LLC
      (844) 788-3474 ext: 5
    • Lincoln National Life Insurance Company
      (800) 454-6265
    • New York Life Insurance & Annuity Corp.
      (800) 598-2019
    • PFS Investments (Primerica)
      (800) 544-5445
    • PlanMember Services
      (800) 874-6910
    • Putnam Funds
      (800) 225-1581
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • Security Benefit Group
      (800) 888-2461
    • Thrivent Financial
      (800) 847-4836
    • Vanguard Investments - Plan Number: V10064774
      (800) 569-4903

  • Roth 403(b)

    • ASPire Financial Services
      (866) 634-5873
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • Equitable
      (800) 628-6673
    • Fidelity Investments - Plan Number: 65707
      (800) 343-0860
    • Horace Mann Insurance Company
      (800) 999-1030
    • Invesco OppenheimerFunds
      (800) 959-4246
    • IPX_American Century Services, LLC
      (844) 788-3474 ext: 5
    • Lincoln National Life Insurance Company
      (800) 454-6265
    • PFS Investments (Primerica)
      (800) 544-5445
    • PlanMember Services
      (800) 874-6910
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • Security Benefit Group
      (800) 888-2461
    • Vanguard Investments - Plan Number: V10064774
      (800) 569-4903