To request a transaction (distribution or provider exchange), your provider must share information with planwithease or RIC. (see list of providers sharing information).

A B C D E F G H I J K L M N O P R S T U V W Z

 

403b Inactive Providers
Inactive Provider NamePhone Number
Absolute Insurance515-279-2722
Aegon Group USA800-553-5957
Aetna Life Insurance800-307-4830
Alliance Bernstein800-221-5672
Allmerican/Commonwealth Annuity800-533-7881
American Equity Investments888-221-1234
American Express (Ameriprise)800-862-7919
American Family Insurance800-692-6326
American Funds800-421-0181
American Heritage Life800-521-3535
American Investors785-232-6945
American Skandia (Prudential)888-778-2888
Ameriprise800 862-7919
Ameritas Life Insurance800-745-1112
Amerus Life Insurance Co (Aviva)800-800-9882
Auto Owners Life Ins Co517-886-1860
Bankers Life & Casualty312-396-6000
Best of America Advisory (Nationwide)888-867-5175
Black Rocks Fund800-441-7762
Cambridge Investment Research800-777-6080
Capital Bank & Trust (American Fund)800-421-0180
Capital Guardian Trust Co866-421-2166
Catholic Order of Foresters800 552 0145
Central Bank Fulton IL815-589-3232
CGM800-345-4048
Charles Schwab866-855-9102
Chase Annuity Svc. Group800-457-9047
Chase Ins Life & Annuity Co 
Cincinnati Life Ins Co.877-564-0214
Citigroup Smith Barney800-221-3636
Citistreet Retirement Services877-488-8886
Clarica Life800-563-5181
College Advantage800-233-6734
Common Sense TrustAcquired by Smith Barney in '97
Conseco Insurance Co.800-689-0240
Continental General Ins. Co866-459-4272
Country Insurance Financial800-422-8261
Dain Bosworth Inc319-354-5000
Davis Funds800-279-0279
Delaware Investments Serv.800-523-1918
Dewaay Capital Management800-722-9861
Dreyfus800-358-0910
Educ. Minn. ESI Service Pro763-552-6046
EMC National Life800-232-5818
Employee Benefit Systems315-432-5522
Equitable Life of Iowa (ING)800-369-5303
Equitrust Mutual Funds877-860-2904
Farm Bureau Financial877-860-2904
Farmers & Merchants515-462-4242
Farmers New World Life (Farmers)888-327-6335
Fidelity & Guaranty (Old Mutual Fin)888-513-8797
Fidelity Investments800-853-5097
Fidelity Standard Life (MetLife)800-560-5001
First Clearing866-571-6967
First Eagle Funds800-334-2143
Firststar800-228-1024
Fort Dearborn Life Ins. Co.800-538-0379
Fortis Investments312-884-2000
Four Seasons Financial Partners800-579-7006
Franklin Life Insurance800-528-2011
G E Life & Annuity (Genworth Financial)888-436-9678
GALIC-Great American888-497-8556
Geneos Wealth Management Inc888-812-5043
Glenbrook Life & Annuity847-402-5000
Holmes Murphy800-247-7756
IDEX Mutual Funds/Transamerica888-233-4539
IDS Life (Ameriprise)800-862-7919 ext 68669
Illinois Mutual Life800-437-7355
Investors Fiduciary Trust (State Street)800-874-6910
IPS Financial Services301-214-6803
Ivy Funds800-777-6472
Jackson Nation Life800-644-4565
Jefferson Pilot (Lincoln Financial)800-458-4498
John Deere800-275-5322 or
800-356-9033
Kansas City Life Ins Co800-821-6164
Knights of Columbus203-752-4000
Lafayette Life Insurance Co765-477-7411
Legend Group561-694-0110
Legg Mason Funds800-451-2010
Liberty Wealth Management610-398-7333
Life Investors Ins. Co. of America877-717-8858
Lincoln Financial800-454-6265
Lincoln Mutual Life & Casualty Insurance Co.800-325-6915
Linsco Private Ledger/LPL Financial Services800-877-7210
Lord Abbett & Co888-522-2388
MacKay Shield212-303-6360
Manhattan National800-377-5672
Manufacturers Life Ins Co800-344-1029
Marisco Investment Fund888-860-8686
Mass Fidelity Trust (Aegon/Transamerica)888-233-4339
Mass Mutual Financial Group800-272-2216
Merrill Lynch Global800-637-7455
Midatlantic Capital Corp800-693-7800
Modern Woodman of America800-447-9811
Morgan Stanley Dean Witter212-761-4000
Mutual of Omaha800-646-7592
National Guardian Life800-548-2962
National Investor ServicesAcquired by AXA in '04
National Western Life Ins Co800-922-9422
Nationwide Financial888-867-5175
Neuberger & Berman Funds800-877-9700
New England Financial800-435-4117
New York Life800-598-2019
Northern Life/Reliastar (ING USA)877-884-5050
Northwestern Mutual888-455-2232
Old Mutual Financial Life Insurance Co888-513-8797
Parker Norris (ING Partner)712-623-5726
Pekin Life Insurance Co309-346-1161
Penn Mutual Life Ins. Co.800-523-0650
Peoples Benefit Life (Aegon Group)319-398-8511
Pershing LLC800-445-4467
PFL Life Insurance Co. (Transamerica)877-717-8858
PFPC (PNC Global Investing Services)302-791-1700
Pharmacist Life Annuity800-247-5930
Phoenix Wealth Management800-541-0171
PIMCO866-746-2602
Primerica Shareholder Services800-544-5445
PrimeVest Financial Services (ING Co)800-245-0467
ProFunds888-776-3637
RBC Dain Rauscher Investments888-462-1816
Raymond James800-248-8863
Reassure American Life Ins. Co800-562-4234
Reliastar Life Insurance Co. (ING US)877-884-5050
Riversource Life Insurance (Ameriprise)800-333-3437
Salomon Smith Barney Inc (Citigroup)800-221-3636
SEI Private Trust Co.800-357-6438
Shelter Life Insurance Co800 743 5837
State Farm Insurance Co800-447-4930
State Street Bank & Trust Co312 798 6500
Sterling Trust Company800-955-3434
Strong FundsAcquired by Wells Fargo
Sun America Life Ins. Co. (AIG)800-445-7862
Symetra Life Insurance Co800-796-3872
TD Ameritrade800-669-3900
Thornburg Investment800-847-0200
Touchstone Investments800-543-0407
Transamerica Life Ins Co888-233-4339
Travelers Life & Annuity (MetLife)800-638-7732
Trust Co of America800-223-4133
UBS Financial Services800-543-2770
Umb Financial Corporation800-874-6910
Union Security (Assurant)877-372-2935
United Life Insurance Co800-637-6318
United of Omaha (Mutual of Omaha)800-843-2455
US BankCorp Investments800-888-4700
USAA Life Insurance Co800-531-8722
USG Annuity & Life Co (ING)800-369-5303
Vanguard Fiduciary Trust Co.877-662-7447
Wachovia Securities800-922-4684
Warner Group800-373-6300
Washington Nat'l Insurance/Conseco866-403-9642
Western National Life Insurance800-922-9422
Western Reserve Life800-851-9777
Zurich Kemper Life800-457-9047