403b/457B For californiA sCHOOL Teachers - STAFF & administratiON

403b/457B For californiA sCHOOL Teachers - STAFF & administratiON403b/457B For californiA sCHOOL Teachers - STAFF & administratiON403b/457B For californiA sCHOOL Teachers - STAFF & administratiON
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403b/457B For californiA sCHOOL Teachers - STAFF & administratiON

403b/457B For californiA sCHOOL Teachers - STAFF & administratiON403b/457B For californiA sCHOOL Teachers - STAFF & administratiON403b/457B For californiA sCHOOL Teachers - STAFF & administratiON

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    NAPA VALLEY UNIFIED SCHOOL DISTRICT

    Your Exclusive 403(b) & 457(b) Resource Portal

    Welcome Employees To Your 403(b) & 457(b) Website

    Use this Educational Portal to learn about your Employer Sponsored 403(b) & 457(b) Plans, how it benefits you, the steps to create your own personal retirement account and where to get information and guidance.

    SCHEDULE A MEETING WITH NVUSD'S APPROVED RETIREMENT account SPECIALIST

    Skip The Line And Open Your 403(b) & 457(b) Account Today

    If you know what you want, open your 403(b) and/or 457(b) account today by calling 707-225-2251

    Or Schedule your call here

    Transaction Approval for 403(b) or 457(b) Accounts

    The Plan's TPA Website is a Click Away for You to Secure a Withdrawal, Transfer, Rollover or Loan Approval.

    Contact My TPA

    Forms

    To Start, Stop, Increase or Decrease your 403(b) or 457(b) Contribution you will need this SRA form.

    SRA Form Access

    NVUSD's Approved 403b/457b* Vendor List

     Vendor Name; Vendor ID;  (R) = ROTH Eligible

      

    1. American Century Investments #1164 (R)

    2. American Fidelity Assurance Co. #1062 

    3. American Funds #1057 (R)

    4. American United Life (AUL) #1128 

    5. ASPIRE Financial #1967 (R) *

    6. AXA Equitable #1067 (R)

    7. Brighthouse Financial #1073 (R)

    8. CTA Voluntary Plan for Educators #1926 (R)

    9. CalSTRS-Pension 2 #1097 (R) *

    10. Corebridge Financial #1117 (R) *

    11. Fidelity Investments #1133 (R)

    12. First Investors/Foresters #1077 (R) *

    13. Franklin Templeton Investments #1025 

    14. GWN Securities Inc. #1113 (R)

    15. Horrace Mann Investors #1963 (R)

    16. Horrace Mann Life Ins Co. #1014 (R)

    17. Industrial Alliance Pacific Life Ins Co #1135 (R)

    18. Invesco/Oppenheimer Funds #1121 (R)

    19. Lincoln Financial Group #1029 (R)

    20. Lincoln Investment Planning #1068

    21. Metropolitan Life Ins. Co.(#1024) (R)

    22. Midland National #1043 

    23. Modern Woodsman of America #1015 

    24. National Life Group (LSW) #1036 (R)

    25. New York Life #1083 

    26. North American Co. for Life & Health #1472

    27. Orion Portfolio Solutions /FTJ #1148 (R) 

    28. Pacific Life Insurance Company #1130 

    29. Plan Member Services #1127 (R)

    30. Putnam Investments #1145 (R)

    31. ReliaStar Life Insurance Co #1060 (R) *

    32. Security Benefit #1022 (R)

    33. Thrivent Financial #1038 

    34. Thrivent Inv. Management, Inc. #1066

    35. TIAA #1023 

    36. Vanguard #1102 (R)

    37. VOYA Retirement Ins. & Annuity Co #1961 (R)

    RESOURCE ACCESS

    CLICK BELOW TO ACCESS PLAN AND RETIREMENT RESOURCES
    Your 403(b)/457(b) Employee handoutAre There Fees and Expenses?Are There IRS Rules About These Accounts?What is a TPA and how do they work for you?How $200 a Month = $100,000 in 20 YearsHOW TO CREATE Tax Free Income Too!mAXIMUM CONTIBUTION LIMITSFORMS - Salary Contribution

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