403(b) Retirement Plan

Authorized Providers for CONROE ISD

Provider Name Phone Annuity Non-Annuity Platform
AMERICAN CENTURY INVESTMENTS 800-345-3533
AMERICO FINANCIAL LIFE & ANNUITY INS CO. 800-231-0801
AMERIPRISE FINANCIAL SERVICES, INC. 800-862-7919
ASPIRE FINANCIAL SERVICES, LLC 866-634-5873
COREBRIDGE FINANCIAL (FORMERLY AIG RETIREMENT SERVICES) 800-448-2542
EQUITABLE LIFE INSURANCE COMPANY (FORMERLY AXA-EQUITABLE LIFE INS. CO.) 800-628-6673
FEDERATED FUNDS 800-245-4770
FIDELITY SECURITY LIFE INS CO. 800-648-8624
FIDUCIARY TRUST COMPANY OF NEW HAMPSHIRE (FORMERLY WADDELL & REED) 877-500-9590
FinPath 403(b) a TCG Solution 800-943-9179
Firstmark Retirement powered by FinPath 403(b) (Firstmark Credit Union) (800) 943-9179
FRANKLIN TEMPLETON INVESTMENTS 800-527-2020
GLOBAL ATLANTIC FINANCIAL GROUP 866-645-2449
GLP and ASSOCIATES, INC. 877-457-9467
GWN SECURITIES, INC. 561-472-2700
HORACE MANN 800-999-1030
HORACE MANN INVESTORS 217-789-1870
INDUSTRIAL ALLIANCE PACIFIC LIFE INS & FIN. SVCS. 888-681-9201
INVESCO INVESTMENT SERVICES 800-959-4246
IPX Investment Provider Xchange (available through PCS) 844-788-3474 ext. 5
ISC GROUP, INC 800-888-3520
JACKSON NATIONAL LIFE INS. CO 800-644-4565
LINCOLN FINANCIAL GROUP 800-454-6265
LINCOLN INVESTMENT PLANNING, INC 800-242-1421
METROPOLITAN LIFE INSURANCE CO 877-638-3279
MIDLAND NATIONAL LIFE INSURANCE CO 866-270-9564
MODERN WOODMEN OF AMERICA 800-447-9811
NATIONAL LIFE GROUP 800-579-2878
NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION 1-800-225-5695
NORTH AMERICAN CO FOR LIFE AND HEALTH INSURANCE 866-322-7065
ORION PORTFOLIO SOLUTIONS (FORMERLY FTJ FUNDCHOICE) 800-379-2513
PENSELECT-MG TRUST COMPANY (FORMERLY FORESTERS) 800-849-4001
PFS (PRIMERICA FINANCIAL SERVICES) 800-544-5445
PLANMEMBER SERVICES CORPORATION 800-874-6910
PUTNAM INVESTMENTS 800-662-0019
RBFCU 833-291-1310
RIVERSOURCE LIFE INSURANCE CO. 800-862-7919
SECURITY BENEFIT 800-888-2461
SYMETRA LIFE INSURANCE COMPANY 800-796-3872
THE VANGUARD GROUP, INC 800-569-4903
THRIVENT FINANCIAL FOR LUTHERANS 800-847-4836
THRIVENT INVESTMENT MANAGEMENT INC 800-847-4836
TRANSAMERICA LIFE INSURANCE COMPANY 800-317-2688
VICTORY CAPITAL MANAGEMENT, INC ( FORMERLY USAA INVESTMENT MGMT) 800-235-8396
VOYA FINANCIAL INC. (RELIASTAR) (FORMERLY ING RELIASTAR/NORTHERN LIFE) 877-884-5050
VOYA FINANCIAL INC. (VRIAC) (FORMERLY ING LIFE) 800-584-6001