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Plan Details     Rochelle Elementary School Dist. 231, Rochelle IL
Current Status: Active

Fixed Annuity (F)

A fixed annuity is an annuity wherein the issuer (usually an insurance company) guarantees both the interest rate paid on invested dollars and the return of principal. The issuer guarantees that a minimum rate of interest will be paid on the annuity, but the actual rate of interest credited to the annuity is typically higher than the guaranteed rate. All of the premium payments that you make to the issuer will then compound (tax deferred) at least at this guaranteed rate of return, subject to the claims-paying ability of the annuity issuer.
Fixed Index Annuity (FI)

A fixed index annuity is a fixed annuity that is designed to mirror the performance of a stock market index (the Dow Jones or S&P 500, for instance). Fixed index annuities can provide returns that exceed those of traditional annuities, however are generally considered to offer lower returns than direct investment in common stock.
Variable Annuity (VA)

A variable annuity is a type of annuity that has a variety of investment options (called subaccounts) available for your selection. When you purchase a variable annuity, the annuity issuer offers you a choice of investment portfolios into which you can allocate your premiums. The investment choices may include general equity stocks, balanced portfolios, bonds, and other specialty investments, such as international stocks. Unlike a fixed annuity in which the issuer guarantees that a minimum rate of interest will be paid on your investment in the annuity, the issuer of a variable annuity does not guarantee or project any rate of return on the underlying investment portfolios. You, as the purchaser of the annuity, assume all risk on the underlying performance of the investment subaccounts that you select. Your return may be greater than or less than that of a fixed annuity.
Investment Advisory Services (RIA)

Investment advisory services work directly with the participant (either face-to-face or through telephone/internet communication). Investment advisory services will provide an array of services, ranging from general advice on retirement planning to specific counsel and, in some cases direct management of investments on your behalf. Investment advisory services are often obligated to abide by SEC regulations, and may be subject to criminal penalties for providing false or fraudulent counsel.
Mutual Funds (MF)

A mutual fund is an investment company that pools money from many people and invests it in stocks, bonds, or other securities. Each investor owns shares; each share represents a tiny portion of each individual security held by the fund. An investment professional handles the purchase and sale of individual securities in the fund, based either on an index or on his or her professional expertise. Investors may buy shares (or portions) directly from the fund or through brokers, banks, or financial planning or insurance professionals.
Aspire is a full-service, open-architecture provider of 403(b) and 457 programs offering participants and plans the freedom to work with the investments, money managers and financial advisors of their choosing. Aspire403b.com's Plan Search feature makes it easy to start and complete the entire enrollment process and manage your account. Thousands of investments are available, including low cost mutual funds from hundreds of fund families. Participants can self-select or work directly with their financial advisor to assist in investment decisions. Smart retirement solutions by Aspire.
AXA is one of the nation's leading providers of retirement savings plans, including 403(b) plans for public schools nationwide. What makes AXA unique in the public school marketplace is that its 403(b) TSA funding vehicles, as well as other retirement and protection products, are made available through the Retirement Benefits Group, a specialized division of affiliate AXA Advisors, LLC. Over 1,000 local dedicated financial professionals in the Retirement Benefits Group currently serve 15,000 public schools and over 650,000 employees. For more information about our services visit us at axa.com/myretirementgoal.
MetLife Resources (MLR) is a division of Metropolitan Life Insurance Company that specializes in providing retirement plan products and other financial products and services to healthcare, educational, governmental and other nonprofit employers and their employees. With more than $36 billion in retirement assets1 under administration encompassing 20,000 employer groups2, MLR, as an industry leader, helps millions of employees plan and save for their retirement every day.

1 LIMRA Not-for-Profit Report, 3rd Qtr. 2013
2 MetLife Payroll Slot Report Data as of 3/31/2013
OppenheimerFunds, Inc. has been helping plan participants achieve their financial goals since 1960, and have been offering 403(b)(7) plans since 1983. We are one of the nation’s largest and most respected asset management firms. Our 403(b) plan offers a flexible, long-term savings solution, solid investment options and investor services and support. All 403(b)(7) participants have access to oppenheimerfunds.com or can call OppenheimerFunds Retirement Plans Services at 800.835.7305 for assistance.

Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc. RPL0005.192
For more than 40 years, Security Benefit has helped education employees travel down the path To and Through Retirement®. Let us help you take the first step and move in the right direction.
For more than a century, our blend of financial expertise, shared values and service to members has set us apart. As the nation's largest fraternal benefit society, we're here solely to help others. Every day, we make a difference through the:
  • Financial solutions we offer.
  • Member activities we support.
  • Resources we provide the Lutheran community and nonprofit organizations.
Voya Financial has been helping K-12 school district employees become "retirement ready" for more than 40 years. From local representatives for one-on-one meetings, to a suite of online tools and educational resources, Voya Financial can help you work toward the retirement you deserve. For more information, please call (800) 525-4225.
(F) (FI) (VA) (RIA) (MF)
Ameriprise Financial Services, Inc. Representative(s)
for Rochelle Elementary School Dist. 231, Rochelle IL

1-800-297-2012
Aspire Financial Services Representative(s)
for Rochelle Elementary School Dist. 231, Rochelle IL

1-866-634-5873
AXA Equitable Life Insurance Company Representative(s)
for Rochelle Elementary School Dist. 231, Rochelle IL

1-800-628-6673
MetLife Representative(s)
for Rochelle Elementary School Dist. 231, Rochelle IL

MetLife  
Oppenheimer Shareholder Svcs. Representative(s)
for Rochelle Elementary School Dist. 231, Rochelle IL

1-800-835-7305
Pacific Life Insurance Company Representative(s)
for Rochelle Elementary School Dist. 231, Rochelle IL

Putnam Investments Representative(s)
for Rochelle Elementary School Dist. 231, Rochelle IL

Security Benefit Representative(s)
for Rochelle Elementary School Dist. 231, Rochelle IL

1-800-888-2461
Thrivent Financial for Lutherans Representative(s)
for Rochelle Elementary School Dist. 231, Rochelle IL

1-800-847-4836
Voya Financial (VRIAC) Representative(s)
for Rochelle Elementary School Dist. 231, Rochelle IL

1-800-525-4225 or 1-800-584-6001
Waddell & Reed Inc. Representative(s)
for Rochelle Elementary School Dist. 231, Rochelle IL

1-888-923-3355


For any questions concerning your employers list of participating providers, please contact OMNI at 877-544-6664.


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