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CCSU 403(b) Investment Providers
Approved Investment Provider beginning 1/1/09:
Beginning 1/1/09, the Vermont State 403(b) Investment Program will be the sole investment provider of the CCSU 403(b) Plan. The Vermont State 403(b) Program is overseen by the Vermont State Teachers Retirement System, and will be administered through Great West Retirement. Click here for more information related to this program. Below is the contact information for the Vermont State 403(b) Investment Program:
Local Representative: Jonathan Smith
Phone: (802) 893-7473
E-mail: jonathan.smith@gwrs.com
Website: www.gwrs.com
Approved Investment Providers through 12/31/08:
Until 1/1/09, employees may send pre-tax deferrals to the following investment providers. These providers will be removed from our list of approved vendors as of 1/1/09 (or earlier as required by the vendor) for one of the following reasons: (1) the provider did not respond (or failed to adequately respond) to our request for compliance information, (2) the provider informed us they will not longer be accepting 403(b) contributions as a result of the new regulations or are currently unsure, or (3) the provider informed us they are unable to comply with the new regulations:
AIG Retirement (VALIC)
AIG SunAmerica
AIM Fund Service
American Funds
American General Life Insurance Co.
Ameriprise Financial Services Inc.
Ariel Mutual Funds
Calvert Group Retirement Plans
Capital Guardian
Charles Schwabb & Company
Conseco Insurance Company
Fidelity Investment Company
Franklin Templeton Investments
Great American Life Insurance Company
Horace Mann Annuity Life
ING Life Insurance & Annuity Company
IXIS/CDC NVest Funds
Janus Balanced Fund
John Hancock Funds
Lincoln Financial Group
Mainstay Investments
Metropolitan Life
Merrill Lynch
MFS Service Center
National Life Insurance
New York Life Insurance & Annuity Co.
Northwestern Mutual Life Insurance
Oppenheimer Shareholder Service
Penn Mutual Life Insurance Company
Pershing LLC (broker, not a 403(b) provider)
PFL Life Insurance Co.
PFPC Inc./Shareholder Service Group
Prudential Annuity Services Center
Putnam Fiduciary Trust Co.
Sentinel Funds (KT)
Smith Barney Inc. Custodian
T Rowe Price
Thrivent Financial for Lutherans
TIAA-CREF Services
Union Financial Services Inc.
USAA Investment Management Co.
Vanguard Fiduciary Trust
If you are currently using one of the providers listed above, you can continue to send contributions to the provider through 12/31/08 unless an earlier date is established by the provider. On or after 1/1/09, you may choose to keep your money with the provider (if allowed by the provider) or transfer your money to the Vermont State 403(b) Investment Program. Prior to 1/1/09, transfers/exchanges may be made to any of the investment providers listed above.