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, Horace Mann, MassMutual, Voya

 

SOI Website
RIC At-A-Glance (provider summary)
Product Fees
RIC Account Form (payroll/provider changes)

 

 

 

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, Horace Mann, MassMutual, Voya, AXA Equitable, EFS Advisors, 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, Horace Mann, MassMutual, 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 (Formerly VALIC) 620-875-3201 (Bryan Montemurro) Website
  Horace Mann 515-344-7238 (Steve Harder) Website
  MassMutual 800-471-5537 (Advisor line) Website / Advisor website / Advisor client acct access / Advisor Overview of the RIC Plans
  Voya 913-661-3744 (Andy Brookshire) Website
  AXA Equitable 800-628-6673 Website
  EFS Advisors 763-689-9023 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

  -Disclaimer-