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 employer match up to $75/mo.

Authorized providers: Horace Mann, MassMutual, VALIC, Voya

 

SOI Web site
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: Horace Mann, MassMutual, VALIC, Voya (AXA Equitable, EFS Advisors, GWN Securites, National Life Group, Security Benefit, TCG Administrators available for new accounts beginning July 1, 2018)

ERE Web site
403b At-A-Glance (provider summary)
Fees: Horace Mann, MassMutual, VALIC, & Voya; AXA Equitable, EFS, & Security Benefit
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 number of RIC providers, eligibility requirements, enrollment and deduction change periods, Roth & employer contributions (see PSE employer plan details).

Authorized providers: Horace Mann, MassMutual, VALIC, Voya (employer may choose one or more of the providers).

 

PSE Web site
Provider option-see employer plan details
Payroll form -see employer plan details
 

 

 

Contact Information for advisors 


  Horace Mann 515-344-7238 (Steve Harder) Website
  MassMutual 800-471-5537 (Advisor line) Website / MM Advisor website / Advisor site for client acct info
  VALIC 620-875-3201 (Bryan Montemurro) Website
  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

*To be available for new accounts in all 403b plans beginning July 1, 2018 in addition to current provider offerings Horace Mann, MassMutual, VALIC, and Voya