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DALLAS ISD

Here are the vendors that are available in this school district. To the best of our knowledge, this list is correct. If you see an error, or wish to challenge a rating, please submit information here.

Grade
C
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403(b) Vendors

  • AIG Retirement Services (formerly VALIC)
  • American Century Investments
  • American United Life Insurance Company
  • Americo
  • Ameriprise Financial/RiverSource
  • Annuity Investors Life Insurance (only for participants contributing prior to 8/1/2020)
  • ASPire Financial Services
  • Athene (formerly Aviva, and only for participants contributing prior to 1/1/2008)
  • Brighthouse Life Insurance Company
  • C M Life (subsidiary of Mass Mutual)
  • CLS Investments, LLC
  • Columbia Management Investment Distributors, Inc. (accounts available through Ameriprise)
  • Commonwealth Annuity
  • Equitable Financial Life Insurance Company
  • FAM Funds (only for participants contributing prior to 5/22/2014)
  • Federated Funds (new accounts available through ASPire Financial)
  • Fidelity Security Life
  • Fidelity Security Life Insurance Company
  • FinPath 403(b) Plan
  • First Investors/Foresters
  • Franklin Templeton
  • General American (only for participants contributing prior to 6/1/2002)
  • GLP & Associates
  • Great American Financial Resources (only for participants contributing prior to 1/1/2008)
  • GWN Securities, Inc
  • Horace Mann
  • Industrial-Alliance Pacific Life Ins Co, US Branch
  • Invesco (formerly OppenheimerFunds)
  • Investment Provider Xchange (available through FPS)
  • ISC Group, Incorporated
  • Jefferson National Life Ins. Co. (only for participants contributing prior to 2016)
  • Lincoln Financial Group
  • Lincoln Investment Planning
  • Mass Mutual, through its subsidiary, C.M. Life Insurance Co. (only available for participants contributing before 6/1/2002)
  • Metropolitan Life Insurance Company
  • Midland National Life Insurance Company
  • Modern Woodmen of America
  • National Life Group
  • New York Life
  • North American Company for Life and Health
  • Orion Portfolio Solutions (formerly FTJ FundChoice LLC)
  • Pentegra Retirement Services
  • PFS Investments Inc
  • PlanMember Services Corp
  • Putnam Investments
  • RBFCU
  • Security Benefit
  • Sentinel Benefits Group
  • Sentinel Funds (only for participants contributing prior to 1/1/2008)
  • Symetra
  • T Rowe Price (only for participants contributing prior to 9/1/2017)
  • The Legend Group, A Lincoln Investment Company
  • Thrivent Financial (Thrivent Financial for Lutherans)
  • Transamerica Life Insurance Company (only for plans established prior to 2007)
  • USAA Life Insurance Company
  • Vanguard Investments
  • Victory Capital Management, Inc (formerly USAA Investment Mgmt)
  • Voya - ReliaStar Life Insurance Company
  • VOYA Financial
  • Waddell & Reed, Inc
  • Western National Life Insurance Company (only for participants contributing prior to 9/1/2017)

Roth 403(b) Vendors

  • AIG Retirement Services (formerly VALIC)
  • American Century Investments
  • Annuity Investors Life Insurance (only for participants contributing prior to 8/1/2020)
  • ASPire Financial Services
  • CLS Investments, LLC
  • Equitable Financial Life Insurance Company
  • Federated Funds (new accounts available through ASPire Financial)
  • First Investors/Foresters
  • GLP & Associates
  • Great American Financial Resources (only for participants contributing prior to 1/1/2008)
  • GWN Securities, Inc
  • Horace Mann
  • Horace Mann Life Insurance Company
  • Invesco (formerly OppenheimerFunds)
  • Lincoln Financial Group
  • Lincoln Investment Planning
  • Metropolitan Life Insurance Company
  • National Life Group
  • Orion Portfolio Solutions (formerly FTJ FundChoice LLC)
  • PFS Investments Inc
  • PlanMember Services Corp
  • RBFCU
  • Security Benefit
  • Symetra
  • The Legend Group, A Lincoln Investment Company
  • Vanguard Investments
  • Voya - ReliaStar Life Insurance Company
  • VOYA Financial