Currently, the implementation date is scheduled for November 30, 2004. 1



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Transcription:

The following list shows vendors who have indicated an interest to register with the 403bCompare Web site as of 09/02/2004. 403bCompare Vendor Vendor Name Number 1161 A.G. Edwards & Sons, Inc 1028 Acacia Life Insurance Company 1200 Advantage Capital Corporation 1076 AEGON/Transamerica Investor Services 1162 AIG Annuity Insurance Company 1209 AIG Federal Savings Bank 1158 AIG SunAmerica Life Assurance Co 1163 AIG SunAmerica Mutual Funds 1117 AIG VALIC 1056 AIM Distributors, Inc 1058 Alliance Bernstein Investment Research & Mgmt 1180 Allianz Life Insurance Company of North America 1143 Allstate Life Insurance Company 1164 American Century Investments 1041 American Express Financial Corp 1062 American Fidelity Assurance Company 1165 American Funds 1057 American Funds Distributors, Inc. 1178 American General Life Insurance Company 1081 American Growth Fund Sponsors, Inc 1035 Americo Financial Life & Annuity Insurance Co 1026 Ameritas Life Insurance Corp. scheduled for November 30, 2004. 1

1027 Ameritas Variable Life Insurance Company 1096 Annuity Investors Life Insurance Company 1199 Armada Funds 1128 AUL/One American Financial Partners, Inc. 1021 Aviva Life Insurance Company 1071 AXA Advisors, LLC 1146 Bayhill Advisors, Inc 1203 Bayside Financial Group, LLC 1107 Beneficial Life Insurance Company 1088 Benefit & Retirement Strategies, Inc 1166 Brecek & Young Advisors, Inc. 1097 CalSTRS 1064 Calvert 1184 Cambridge Investment Research 1080 Christopher Weil & Company, Inc. 1114 Citigroup Global Markets, Inc. (Smith Barney) 1134 CitiStreet Retirement Services 1119 CitiStreet/Travelers 1126 Citizens Fund 1109 Conseco Annuity Assurance Co/Conseco Ins Co 1075 CUNA Mutual Life Insurance Company 1112 Davis Selected Advisers 1106 Diversified Securities Inc 1190 Domini Social Investments LLC scheduled for November 30, 2004. 2

1055 Dreyfus Service Corporation 1063 Enterprise Group of Funds, Inc./Enterprise Fund Distributors, Inc. 1067 Equitable Life Assurance Society of the United States, The 1123 Farmers New World Life Insurance Co. 1133 Fidelity Investments Institutional Services Com. 1111 First Atlas Capitol, Atlas Capital 1077 First Investors Corporation 1183 FMC Financial Group/Mass Mutual 1186 Foresters Equity Services, Inc. 1025 Franklin Templeton Investments 1201 FSC Secutities Corporation 1148 FTJ FundChoice, LLC 1094 GALIC Disbursing Company (GDC) 1094 GALIC Disbursing Company (GDC) 1167 General American Life Insurance Company 1008 Golden State Mutual Life Insurance 1007 Golden State Mutual Securities Corp 1093 Great American Advisors, Inc., Member NASD 1095 Great American Financial Resources, Inc. 1092 Great American Life Insurance Company 1197 Great Southern Life Insurance Company 1084 Great-West Life & Annuity Insurance Co. 1070 Great-West Retirement Services 1051 Guardian Insurance & Annuity Company scheduled for November 30, 2004. 3

1113 GWN Securities, Inc 1009 Hartford Life Inc 1191 Hartford Mutual Funds 1065 Hennessy Funds 1014 Horace Mann Companies 1135 Industrial-Alliance Pacific Life Ins Co, US Brnch 1060 ING Life Insurance & Annuity Company 1031 Ivy Funds 1108 Jackson National Life Ins. Co. 1198 Janus 1115 Jefferson National Life Insurance Company 1046 Jefferson-Pilot Life Insurance Company 1099 John Hancock 1079 John Hancock Funds 1101 Kansas City Life Ins. Co. 1104 Kern Schools Federal Credit Union 1181 Knights of Columbus 1052 Legend Group, Inc., The 1036 Life Insurance Company of the Southwest 1047 Life Investors Insurance Company of America 1149 Lincoln Benefit Life 1068 Lincoln Investment Planning, Inc. 1029 Lincoln Nat'l Life Ins Co (Lincoln Fin Grp), The 1012 Lord Abbett Distributor, L.L.C. scheduled for November 30, 2004. 4

1091 Loyal American Life Insurance Company 1074 MassMutual, through its subsidiary, C.M. Life Insurance Co. 1150 Meridian Wealth Management 1024 Met Life 1098 MFS Investment Management 1043 Midland National 1015 Modern Woodmen of America 1168 Morgan Stanley 1157 Morgan Stanley Advisors, Inc 1169 Munder Funds, The 1141 Mutual of Omaha 1118 MWA Financial Services, Inc 1188 National Life Insurance Co (NHIC) 1144 Nationwide Life Insurance Company 1010 Neuberger Berman Management Inc 1083 New York Life Ins. & Annuity Corp. 1044 North American Co for Life & Health Ins 1185 North Coast Life Insurance Co. 1192 North Track Funds 1089 Northwestern Mutual 1193 Old Mutual Financial Network, Home of Fidelity & Guaranty 1020 Old West Annuity Life Insurance Company 1170 Omaha Woodman Life Insurance Society 1018 One Life (formerly known as Zurich Life) scheduled for November 30, 2004. 5

1121 Oppenheimer Funds Distributor, Inc 1122 Pacific Advisors Fund, Inc 1130 Pacific Life Insurance Company 1171 Paul Revere Variable Annuity Insurance Company 1016 Pax World Funds 1011 Penn Mutual Life Insurance Company 1030 PFS Investments Inc 1175 Phoenix Investment Partners 1040 Pioneer Investment Management Inc 1127 PlanMember Securities Corporation 1032 PMG Securities Corp 1179 Principal Mutual Funds 1202 Principia Financial Services 1145 Putnam Investments 1059 ReliaStar Life Insurance Company 1120 Resources Trust Company 1082 Royal Alliance Associates, Inc. 1087 Safeco Life & Investments 1013 Safeco Life Insurance Company 1072 Safeco Mutual Funds 1116 Securities Management & Research, Inc. 1022 Security Benefit Group 1136 Security Financial Life Insurance Co 1172 Seligman Advisors, Inc scheduled for November 30, 2004. 6

1006 Sentinel Group Funds Inc 1208 Sentra Securities Corporation 1137 Smith Barney 1207 Spelman & Co., Inc. 1039 Standard Insurance Company 1103 State Farm Life Insurance Company 1085 State Farm VP Management Corp. 1194 State Street Research 1017 Strong 1061 SunAmerica Securities, Inc 1100 Sunset Life Ins. Co. of America 1005 T. Rowe Price 1078 Tax Deferred Services, Inc 1023 Teachers Ins & Annuity Assoc of Amer, (TIAA-CREF) 1173 Thornburg Investment Management, Inc 1038 Thrivent Financial for Lutherans 1066 Thrivent Investment Management Inc. 1206 Thrivent Investment Management Inc. 1034 Timothy Plan 1140 Transamerica Financial Advisors 1160 Transamerica Life and Annuity Company 1073 Travelers Life & Annuity 1033 United Heritage Life Insurance Company 1090 United Teacher Associates Insurance Company scheduled for November 30, 2004. 7

1142 USAA Investment Management Company 1053 USAA Life Insurance Company 1037 Van Kampen Funds Inc. 1102 Vanguard Group, The 1069 Veritrust Financial, L.L.C. 1019 Wachovia Securities 1042 Waddell & Reed, Inc 1187 Wells Fargo Funds Management, LLC 1195 Wells Fargo Investments, LLC 1129 Western Reserve Life Assurance Co. of Ohio 1086 WM Group of Funds 1204 Women's Equity Fund 1205 Woodmen of the World/Omaha Woodmen 1174 WorthMark Financial Services, LLC 1138 Zahorik Co, Inc 1139 Zurich Life Insurance scheduled for November 30, 2004. 8