FOR FACULTY & STAFF

 

 

VTSA Companies Authorized through the Kansas Board of Regents Plan

I. The following companies can be selected by new faculty and staff at the state universities for their 403(b) pre-tax voluntary retirement plan contributions.  Additionally, the following companies (except as noted below) are the only companies that can be selected for 403(b) Roth voluntary retirement plan contributions.
769 VALIC http://www.valic.com/Home_82_8630.html
321 Ameriprise Financial Services, Inc. http://www.ameriprise.com
416 Lincoln National Life Ins Co http://www.lincolnlife.com
655 Security Benefit Life Ins Co https://www.securitybenefit.com
695 TIAA-CREF http://www.tiaa-cref.org/kbor
24/009 Voya http://kbor.beready2retire.com/
785 Waddell & Reed Financial Serv (does not offer a Roth option) http://www.waddell.com
II. The following companies are frozen to participants; no new enrollment in these companies will be allowed:
710

American Century Investments * 

413 Lincoln Investment Planning, Inc
728 Lincoln Life *  
468 Modern Woodmen of America *
506 ReliaStar Life Insurance Co *
064/422 Thrivent Financial for Lutherans *
III. The following companies are designated as non-approved investment providers as of 12/31/08, as they did not or could not agree to the provisions of KBOR 's third party administrator, Planwithease.com, to sign the KBOR information sharing agreement and to provide data electronically. These companies did not respond or did not respond with complete information to three separate 2008 mailings, sent in July, October and November.

The non-approved companies that have returned the KBOR information sharing agreement and related information are designated with an +. 
839 American Funds Distributors
792 American General Annuity Ins *
057 American United Life Ins Co * (NOTE: Late notification to KBOR they will not meet PWE requirements; non-approved as of 11/13/09 paycheck)
337 Anchor National Life Insurance Company *
186 AXA Equitable Life Insurance Company * +
470 Conseco Life Ins. Co. (Mass Gen Life) *
378 Farm Bureau Life Insurance Company *
775 Fidelity Investments Ins Services  (NOTE: Late notification to KBOR they will not meet PWE requirements; non-approved as of 8/21/09 payckeck)
835 Invesco Funds Group Inc *
830 John Hancock Life Ins. Company (USA) *
412 Lincoln Benefit Life Company *
829 Mackay-Shields Tax Shltd An Pr *
444 Mass Mutual Life Ins Co V A *
843 MetLife Investors USA Ins Co (NOTE: Late notification to KBOR they will not meet PWE requirements; non-approved as of 11/13/09 paycheck)
446 Metropolitan Life Insurance Co * (NOTE: Late notification to KBOR they will not meet PWE requirements; non-approved as of 11/13/09 paycheck)
842 New England Financial Annuities * (NOTE: Late notification to KBOR they will not meet PWE requirements; non-approved as of 11/13/09 paycheck)
828 PFS Investments, Inc. *
84 Principal Financial Group *
584 Prudential Ins Co of America *
595 Putnam Financial Services Inc *
724 The Union Central Life Ins Co * +
702 Travelers Insurance Company *
743 USAA Life Insurance Company * (NOTE: Late notification to KBOR they will not meet PWE requirements; non-approved as of 11/13/09 paycheck)
823 The Vanguard Group of Ins Cos
IV. Companies that have informed KBOR they are leaving the 403 (b) business no later than December 2008:
59 AIG SunAmerica Life Assurance Co - last contributions will be deducted from the 12/26/08 paycheck.
25 AIM Investment Services, Inc. - last contributions will be deducted from the 12/26/08 paycheck
272 Guardian Life Ins Co of America * - last contributions will be deducted from the 12/26/08 paycheck
831 Janus * - last contributions will be deducted from the 12/26/08 paycheck
357 John Hancock Funds, Inc. * - last contributions will be deducted from the 12/26/08 paycheck
838 LIFEUSA * - last contributions will be deducted from the 12/26/08 paycheck.
687 MFS/Sun Life Assur of Can (USA) * - last contributions will be deducted from the 12/26/08 paycheck
834 National Western Life Ins Co * - last contributions will be deducted from the 12/26/08 paycheck
474 Nationwide Life Insurance Co - last contributions will be deducted from the 12/26/08 paycheck
501 New York Life Insurance Co * - last contributions will be deducted from the 11/28/08 paycheck
507 Northwestern Mutual * - last contributions will be deducted from the 08/22/08 paycheck
569 Phoenix Mutual Life Ins Co * - last contributions will be deducted from the 12/26/08 payckeck
821 Pioneer Investments - last contributions will be deducted from the 12/26/08 paycheck
Last Updated: 10/17/2013