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Retirement Plan Vendors

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VendorRetirement PlanRepresentative
Phone Number
Website
Access Code for Enrollment
Fidelity Investments403(b): Pre-Tax
403(b): Roth After Tax
457(b): Pre-Tax
457(b): Roth After Tax
-TJ Richards
-Matt Case
800-642-7131
Fidelity Scheduler
The employer name is Idaho State Board of Education when scheduling an appointment
PERSI Choice401(k): Pre-Tax
401(k): Roth After Tax
-Dara Mykland
208-334-3365
PERSI Website
N/A
Corebridge Financial (formerly known as VALIC/AIG Retirement Services)403(b): Pre-Tax
403(b): Roth After Tax
457(b): Pre-Tax
457(b): Roth After Tax
Jennifer Braun-Blanco
208-859-2728
Corebridge Website
3352107
Nationwide457(b): Pre-Tax
457(b): Roth After Tax
Laura Leigh Brewster
208-383-6983
Nationwide Website
N/A
TIAA403(b): Pre-Tax
403(b): Roth After Tax
457(b): Pre-Tax
457(b): Roth After Tax
Brandon Dyson
972-745-9989
Customer Service
1-800-842-2252
TIAA Website
N/A
Waddell & Reed403(b): Pre-Tax
403(b): Roth After Tax
Glen Walker
208-387-7479
Aaron Hofer
208-338-0771
Main Client Service Number
800-558-7567
Waddell & Reed Website
N/A