Retirement Plan Compliance & Administration Services
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403(b) Investment Providers
 
 
Note: Employees *must* open an account with an available investment provider prior
to establishing any salary deferral contribution with the District.
 

 
List of Local Investment Provider Representatives:
 
Click here to download the List of Local Investment Provider Representatives (PDF - Adobe® Acrobat Reader required)

Please check back for an updated list.
 

 
403b Compare:
 
In addition to the ability to access each Investment Provider's website if available, the direct link to each provider's page on the 403b Compare website is reflected below. The 403bCompare website is a bank of free objective information about 403(b) vendors and the products they offer. The 403bCompare employer page for LAUSD can be accessed by clicking here.


 
 

Authorized Investment Providers - Approved for Pre-Tax and Roth Accounts

Ameriprise Financial Services, Inc.


Toll-Free: 1-800-862-7919


403(b) Compare
Brighthouse (formerly MetLife of CT)


Toll-Free Phone: 1-800-560-5001


403(b) Compare

 
CalSTRS Pension2


Toll-Free Phone: 1-844-353-2872


403(b) Compare

 
Corebridge Financial (formerly AIG Retirement)


Toll-Free Phone: 1-800-448-2542


403(b) Compare
Equitable Life Insurance Co.


Toll-Free: 1-866-294-3522


403(b) Compare

 
Horace Mann Life Insurance Co.


Toll-Free: 1-800-999-1030


403(b) Compare

 
Invesco Oppenheimer Funds


Toll-Free Phone: 1-888-470-0862


403(b) Compare

 
Lincoln National Life Ins. Co.


Toll-Free Phone: 1-800-454-6265


403(b) Compare

 
Metropolitan Life Insurance Company


Toll-Free Phone: 1-800-560-5001


403(b) Compare

 
National Life Group


(formerly Life Insurance of the Southwest)

Toll-Free Phone: 1-800-579-2878


403(b) Compare

 
PlanMember Services


Toll-Free Phone: 1-800-874-6910


403(b) Compare

 
Security Financial Resources


Toll-Free Phone: 1-800-888-2461


403(b) Compare

 
The Legend Group-A Lincoln Investment Co.


Toll-Free Phone: 1-888-883-6710


403(b) Compare

 
TIAA-CREF


Toll-Free Phone: 1-800-842-2888


403(b) Compare

 
Vanguard Investments


Toll-Free Phone: 1-888-465-9525


403(b) Compare

 
 
 
 

Grandfathered Investment Providers
Pre-Tax Accounts Only: New Accounts May Not Be Established

Americo Financial Life & Annuity*

Toll-Free: 1-800-366-6565


*New 403(b) accounts may not be established with

Americo Financial Life & Annuity. Participants with existing

 403(b) accounts may continue contributions.


403(b) Compare
John Alden Life Insurance Co.*

Toll-Free Phone: 1-888-503-8104



*New 403(b) accounts may not be established with

John Alden LIC. Participants with existing

 403(b) accounts may continue contributions.
Great American Financial Resources*

(Now known as MassMutual Ascend)

Toll-Free: 1-800-438-3398

*New 403(b) accounts may not be established with

Great American Financial Resources. Participants with existing

 403(b) accounts may continue contributions.


403(b) Compare
Massachusetts Mutual Life - MassMutual*

Toll-Free Phone: 1-800-228-2479


*New 403(b) accounts may not be established with

MassMutual. Participants with existing

 403(b) accounts may continue contributions.
Midland National Life*

Toll-Free Phone: 1-877-586-0240


*New 403(b) accounts may not be established with

Midland National Life. Participants with existing

 403(b) accounts may continue contributions.


403(b) Compare
North American Co. for Life and Health*

Toll-Free Phone: 1-800-800-3656


*New 403(b) accounts may not be established with

North American Co. for Life and Health

 403(b) accounts may continue contributions.


403(b) Compare
Paul Revere Tax Sheltered Annuity*

Phone: (508) 366-8707


*New 403(b) accounts may not be established with

Paul Revere. Participants with existing

 403(b) accounts may continue contributions.
Reliastar Life Insurance Co*

Toll-Free Phone: 1-877-884-5050


*New 403(b) accounts may not be established with

Voya Reliastar. Participants with existing

 403(b) accounts may continue contributions.



403(b) Compare
SBLI Industrial Alliance Pacific*

Toll-Free Phone: 1-866-363-3290


*New 403(b) accounts may not be established with

Industrial Alliance Pacific. Participants with existing

 403(b) accounts may continue contributions.
USAA Investment Co.** - Annuity

Toll-Free Phone: 1-800-531-8292



*New 403(b) accounts may not be established with

USAA Investment Co. Participants with existing

 403(b) accounts may continue contributions.



403(b) Compare
Victory Funds (Formerly USAA Mutual Funds)

Toll-Free Phone: 1-800-531-8292



*New 403(b) accounts may not be established with

USAA Investment Mgmt. Participants with existing

 403(b) accounts may continue contributions.



403(b) Compare
VOYA Financial*

Toll-Free Phone: 1-866-865-2660


*New 403(b) accounts may not be established with

Voya Financial. Participants with existing

 403(b) accounts may continue contributions.



403(b) Compare
Western National Life*

(formerly American General Annuity)

Toll-Free Phone: 1-800-424-4990


*New 403(b) accounts may not be established with

Western National Life. Participants with existing

 403(b) accounts may continue contributions.


403(b) Compare
   
 
 
Employees may visit the LAUSD Benefits page for more information on available benefits - https://www.lausd.org/benefits
 
Employees who already have an account established with their selected Investment Provider may start a deduction, change a deduction, or stop a deduction by visiting the Online Transaction Processing page.


 
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