For Advisors Only

Watch this instructional video for important RIC plan information for advisors. Provider contact information for advisors with questions is available here.  
RIC offers supplemental plan services to 3 types of Iowa employers.
Employer Type Plan Features Resources

State of Iowa (SOI) 
457/401a Plans

All State of Iowa agencies have year-round enrollment, payroll deductions up to 26/year, all RIC 457 plan provider options, and an employer match up to $75/mo.

Authorized providers: AIG, Empower*, Horace Mann, Voya

SOI Website
RIC At-A-Glance (provider summary)
Product Fees
Payroll deductions are made in Workday
Transfers between RIC providers

Education-Related Employers (ERE)
403b Plans

Participating k-12 schools, area education agencies (AEA), & community colleges may choose plan options in terms of eligibility requirements, enrollment/payroll change periods, loans, hardship withdrawals, Roth, employer contributions, roll-ins, and inactive provider exchanges (see ERE employer plan details). Some of the ERE employers offer a 457 plan in addition to the 403b plan (see PSE employer plan details).

Authorized providers: AIG, Empower*, Horace Mann, Voya, EFS Advisors, Equitable, GWN Securities, National Life Group, Security Benefit, TCG Administrators

ERE Website
403b At-A-Glance (provider summary)
403b Salary Reduction Form (payroll changes)

Public Sector Employers (PSE)
457/401a Plans

Participating cities, counties, municipalities, community colleges, public hospitals, etc. may customize their plans in terms of the number of RIC providers, eligibility requirements, enrollment and deduction change periods, Roth & employer contributions (see PSE employer plan details).

Authorized providers: AIG, Empower*, Horace Mann, Voya (employer may choose one or more of the providers).

PSE Website
Provider option-see employer plan details
Payroll form -see employer plan details
 

 

Contact Information for advisors 


AIG  913-402-5000 (Kathi Allen) Website

Empower* 

800-767-1000 x45368 (Advisor line)

Website / Advisor website / Advisor RIC Guide / Advisor client acct access / Advisor overview 


Horace Mann

866-533-4488 (Mike Reiter)

Website

Voya

913-661-3744 (Andy Brookshire)    

Website

EFS Advisors

763-689-9023

Website

Equitable

800-628-6673

Website 

GWN Securities

561-472-2706 (Tim Askin)

Website

National Life Group

800-732-8939

Website

Security Benefit

800-888-2461

Website

TCG

800-943-9179

Website

*Empower - formerly MassMutual Retirement    
  -Disclaimer-