PLAN DETAILS
Los Angeles Unified School District
Access important information, forms, and resources for your Los Angeles Unified School District retirement plan.
ART System - Salary Reduction Agreements
Los Angeles Unified School District allows employees to utilize the ART System (Aggregated Records & Transactions) to initiate or modify contributions to their voluntary retirement plans. The ART system streamlines the process and helps ensure contribution changes are submitted efficiently and accurately.
Participating Investment Providers
| Investment Provider Name | 403(b) Plan | 403(b) Compare | Phone Number | |
|---|---|---|---|---|
| PreTax | Roth | |||
| Ameriprise Financial |  | 403(b) Compare | (800) 862-7919 | |
| Brighthouse Life Insurance Company | | | 403(b) Compare | (800) 638-5433 |
| CalSTRS Pension2 | | | 403(b) Compare | (888) 394-2060 |
| Corebridge Financial (formerly AIG Retirement Services-VALIC) | | | 403(b) Compare | (800) 448-2542 |
| Equitable | | | 403(b) Compare | (800) 628-6673 |
| Horace Mann Insurance Company | | | 403(b) Compare | (800) 999-1030 |
| Invesco OppenheimerFunds | | | 403(b) Compare | (800) 959-4246 |
| Lincoln National Life Insurance Company | | | 403(b) Compare | (800) 454-6265 |
| Metropolitan Life Insurance Company | | | 403(b) Compare | (833) 642-1008 |
| National Life Group | | | 403(b) Compare | (800) 579-2878 |
| PlanMember Services | | | 403(b) Compare | (800) 874-6910 |
| Security Benefit Group | | | 403(b) Compare | (800) 888-2461 |
| TIAA | 316622 | | 403(b) Compare | (800) 842-2252 |
| The Legend Group (Pershing custodian) | | | 403(b) Compare | (888) 883-6710 |
| Vanguard Investments | 433909 | | 403(b) Compare | (800) 569-4903 |
| Ameriprise Financial (800) 862-7919 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 403(b) Compare | ||||||
| PreTax | Roth | ||||||
| 403(b) Compare | ||||||
| Brighthouse Life Insurance Company (800) 638-5433 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 403(b) Compare | ||||||
| PreTax | Roth | ||||||
| | 403(b) Compare | |||||
| CalSTRS Pension2 (888) 394-2060 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 403(b) Compare | ||||||
| PreTax | Roth | ||||||
| | 403(b) Compare | |||||
| Corebridge Financial (formerly AIG Retirement Services-VALIC) (800) 448-2542 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 403(b) Compare | ||||||
| PreTax | Roth | ||||||
| | 403(b) Compare | |||||
| Equitable (800) 628-6673 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 403(b) Compare | ||||||
| PreTax | Roth | ||||||
| | 403(b) Compare | |||||
| Horace Mann Insurance Company (800) 999-1030 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 403(b) Compare | ||||||
| PreTax | Roth | ||||||
| | 403(b) Compare | |||||
| Invesco OppenheimerFunds (800) 959-4246 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 403(b) Compare | ||||||
| PreTax | Roth | ||||||
| | 403(b) Compare | |||||
| Lincoln National Life Insurance Company (800) 454-6265 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 403(b) Compare | ||||||
| PreTax | Roth | ||||||
| | 403(b) Compare | |||||
| Metropolitan Life Insurance Company (833) 642-1008 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 403(b) Compare | ||||||
| PreTax | Roth | ||||||
| | 403(b) Compare | |||||
| National Life Group (800) 579-2878 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 403(b) Compare | ||||||
| PreTax | Roth | ||||||
| | 403(b) Compare | |||||
| PlanMember Services (800) 874-6910 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 403(b) Compare | ||||||
| PreTax | Roth | ||||||
| | 403(b) Compare | |||||
| Security Benefit Group (800) 888-2461 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 403(b) Compare | ||||||
| PreTax | Roth | ||||||
| | 403(b) Compare | |||||
| TIAA (800) 842-2252 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 403(b) Compare | ||||||
| PreTax | Roth | ||||||
| | 403(b) Compare | |||||
| The Legend Group (Pershing custodian) (888) 883-6710 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 403(b) Compare | ||||||
| PreTax | Roth | ||||||
| | 403(b) Compare | |||||
| Vanguard Investments (800) 569-4903 | |||||||
|---|---|---|---|---|---|---|---|
| 403(b) Plan | 403(b) Compare | ||||||
| PreTax | Roth | ||||||
| | 403(b) Compare | |||||
Employer Point Of Contact
Forms
Plan Information Links
Grandfathered Providers
The following Investment Providers are no longer authorized to establish new accounts for this plan. Employees currently contributing to one of these Investment Providers may continue their contributions without interruption.
- Americo Financial Life and Annuity
- John Alden Life Ins. Co.
- Mass Mutual Life Insurance Company
- MassMutual Ascend Life Insurance Company
- Midland National Life
- North American Company for Life
- Paul Revere Tax Shelter Annuity
- ReliaStar Life Insurance Co
- SBLI Industrial Alliance
- USAA Insurance Company
- Victory Funds (formerly USAA Mutual Funds)
- VOYA Financial
- Western National Life-American General
403(b) Plan Features
Contract Exchanges
A change of investment within a plan
Available. Please note that a new investment provider must be participating in your Employer's 403(b) plan (see list above).
Distributions
I.e. Separation from Service, Attainment of 59 ½ years of age, Permanent Disability, or Death
Available for qualified applicants.
Eligible Employees
All Employees.
Employer Non-Elective Contributions
Available.
Financial Hardship Distribution
Available for qualified applicants.
Loans
Available for qualified applicants.
Rollover Contributions
A contribution of a distribution from another plan (i.e. 401(k), 457, IRA)
Available.
Service Based Catch-up
Permits eligible employees with a given number of years of service to contribute additional money to their Plan beyond their base limit. See form for details and limit amounts.
Not Available.
Transfers Into Plan
A transfer of assets from one employer's plan to another
Available.
Transfers Out of Plan
A transfer of assets from one employer's plan to another
Available.