403(b) Retirement Plans

Waddell & Reed Advisors 403(b) Plan

Your school district has selected Waddell & Reed as an approved vendor to provide investment products and servicing for your 403(b) retirement plan.

Waddell & Reed, Inc. is proud to provide the Waddell & Reed Advisors 403(b) Retirement Plan, through a strategic alliance with Pentegra (formerly Advanced Pension Solutions) and Nationwide Financial. The alliance, which began in October 2000, combines superior customer service, Waddell & Reed’s strong national distribution system and Nationwide’s innovative product design.

Congratulations! You have the opportunity to make a real difference in your retirement future. 403(b) Plans allow you the double benefit of investing your personal pretax salary contributions while reducing your current taxable income. Contributions into the Plan let you delay paying taxes because the earnings in the account grow tax-deferred; income taxes are not paid until you begin making withdrawals.

Account Login




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Investment Options

The mutual funds offered are provided at Net Asset Value (NAV), with no front-end or back-end sales charges. An asset charge applies, along with normal fund expenses.

Waddell & Reed Advisors Retirement Plan Performance Summary

Fund Name Ticker
Fixed Income / Bond
Ivy Bond Fund A IBOAX
PIMCO Total Return Institutional PTTRX
Oppenheimer Limited-Term Government A  OPGVX
Large Cap
American Funds Growth Fund of America R5 RGAFX
Waddell & Reed Advisors Vanguard Fund A UNVGX
 Ivy Large Cap Growth Fund A WLGAX
Nationwide S&P 500 Index Institutional GRMIX
Invesco Growth and Income A  ACGIX
Davis Opportunity A RPEAX
Mid Cap
Pioneer Mid Cap Value A PCGRX
Franklin Small-Mid Cap Growth A  FRSGX
Small Cap
Heartland Value A HRTVX
Nationwide Small Cap Index A  IPOAX
International
 Ivy International Core Equity Fund A IVIAX
Waddell & Reed Advisors Global Growth Fund A UNCGX
 Ivy Emerging Markets Equity Fund A IPOYX
American Funds New Perspective R5  RNPFX
Specialty
Ivy Global Natural Resources Fund A IGNAX
Waddell & Reed Advisors Science and Technology Fund A UNSCX
Oppenheimer Gold & Special Minerals A OPGSX
Prudential Jennison Utility A  PRUAX
Davis Financial A RPFGX
Balanced
American Funds American Balanced Class R5 RLBFX
Ivy Balanced Fund A IBNAX
Ivy Asset Strategy Fund A WASAX
Invesco Equity and Income A  ACEIX
Oppenheimer Capital Income A  OPPEX
Nationwide Investor Destination Aggressive Svc NDASX
Nationwide Investor Destination Moderate Aggressive Svc NDMSX
Nationwide Investor Destination Moderate Svc NSDMX
Nationwide Investor Destination Moderate Conservative Svc NSDCX
Nationwide Investor Destination Conservative Svc NDCSX
Cash
Nationwide Money Market Institutional GMIXX

Effective Feb. 11, 2014, Ivy Pacific Opportunities Fund was changed to Ivy Emerging Markets Equity Fund and its strategy was changed to reflect a concentration in emerging market equity securities. Performance prior to such time in part reflects the Ivy Pacific Opportunities Fund’s former strategy to invest primarily in Pacific region equity securities, and the Fund’s performance may have differed if the Ivy Emerging Markets Equity Fund’s current strategy had been in place.

This information is provided for informational and educational purposes only.

The information provided may include references to concepts that have legal, accounting and tax implications. It is not to be construed as legal, accounting or tax advice, and is provided as general information to assist in the understanding the issues discussed. Neither Waddell & Reed, Inc., nor its Financial Advisors associated with Waddell & Reed give tax, legal, or accounting advice. You may want to consult with your accountant or tax advisor to discuss your personal situation.

Past performance is not a guarantee of future results. Investment decisions should always be made based on an investor’s specific financial needs, objectives, goals, time horizon and risk tolerance.

An investment in a money market fund is neither insured nor guaranteed by the FDIC or any other governmental agency. Although money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.

Find an Advisor

About Waddell & Reed

At Waddell & Reed, our vision is to help you work toward achieving your financial aspirations. Since 1937, we have been committed to helping investors develop and work toward financial goals designed to help them realize their life’s dreams. We do this by providing personal, comprehensive financial planning and  investment and insurance products delivered to you by skilled financial advisors.

Your advisor will help you:

  • Enroll in the plan.
  • Select investments that will help meet your financial goals.
  • Choose the right amount to invest and prepare a report that will detail how your contribution will affect your paycheck.
  • Review your investments as needed and help you make adjustments based on any life changing events.

Click on your school district below to view your Waddell & Reed contact information. Please contact the Waddell & Reed office so that we can provide you a financial advisor.

Baker County School District 937-80003

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Bay District Schools 937-80004

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Bradford County School District 937-80005

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Brevard Public Schools 937-80006

Ryan Eckert
2290 Lucien Way, Suite 200
Maitland, FL 32751
(407) 916-7700
reckert@wradvisors.com

Calhoun County School District 937-80008

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Charlotte County Public Schools 937-80010

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Clay County School District 937-80067

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Collier County Public Schools 937-80011

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Columbia County School District 937-80012

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

DeSoto County School District 937-80065

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

School Board of Dixie County 937-80013

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Duval County Public Schools 937-80014

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

School District of Escambia County 937-80017

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

School Board of Flagler County 937-80015

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Franklin County Schools 937-80020

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Gadsden Public Schools 937-80070

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Gulf County Schools 937-80026

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Hamilton County School District 937-80024

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Hardee District Schools 937-80029

John Coakley
2701 N. Rocky Point Dr. Suite 400
Tampa FL 33607
813-286-9196
jtcoakley@wradvisors.com

Hendry County Schools 937-80030

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

School District of Hernando County 937-80032

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

School Board of Highlands County 937-80001

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Indian River County Public Schools 937-80039

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Ryan Eckert
2290 Lucien Way, Suite 200
Maitland, FL 32751
(407) 916-7700
reckert@wradvisors.com

Jackson County School District 937-80016

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Lafayette District Schools 937-80045

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Lake County Schools 937-80047

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Ryan Eckert
2290 Lucien Way, Suite 200
Maitland, FL 32751
(407) 916-7700
reckert@wradvisors.com

Leon County Schools 937-80050

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Liberty County School Board 937-80052

Manatee County School Board 937-80055

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Marion County Public Schools 937-80059

Martin County School District 937-80060

Monroe County School District 937-80068

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Nassau County School District 937-80069

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Okaloosa County Schools 937-80061

Orange County Public Schools 937-80063

School District of Osceola County 937-80031

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

District School Board of Pasco County 937-80042

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

School District of Pinellas County 937-80046

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Polk County Public Schools 937-80048

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Sarasota County School Board 937-80056

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Seminole County Public Schools 937-80058

St. Lucie County School District 937-80040

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Sumter County School Board 937-80034

Suwannee District Schools 937-80002

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Virtual Schools 937-80066

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Volusia County Schools 937-80023

Ryan Eckert
2290 Lucien Way, Suite 200
Maitland, FL 32751
(407) 916-7700
reckert@wradvisors.com

Wakulla County Schools 937-80021

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Walton County Schools 937-80019

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Washington County School District 937-80018

Dustin Johnson
3500 Financial Plaza, Suite #300
Tallahassee, FL 32312
(850)894-9950
(888)293-2511
djohnson04@wradvisors.com

Forms and Enrollment

You have the opportunity to continue planning for your financial future today as your school district has approved the Waddell & Reed 403(b) Plan. Waddell & Reed was selected by your school district to provide investment products and servicing for your 403(b) plan.

Please feel free to contact the financial advisor assigned to your school district. (You may find this information by clicking on the "Need an Advisor" tab above.) Together you can discuss a retirement investment strategy based on your risk tolerance, investment time frame and financial priorities, establish your new account in the Waddell & Reed 403(b) Plan, and continue your pursuit of financial independence.

Enrolling by mail

Establishing your new 403(b) account on our strategic partner platform at Nationwide is accomplished in three easy steps:

  • Complete the Enrollment, Beneficiary Designation, and Product Disclosure Forms:
    To obtain your county specific Product Disclosure Forms, please visit: www.tsacg.com
    • Select "District/College Plans", then select "Florida", then select your county.
    • You will then select "List of Forms".
  • Keep a copy of all forms in your personal file
  • Mail the forms to your financial advisor. If you do not have a financial advisor, please refer to the "Need an Advisor" tab above.

Enrolling online

Enroll online using the button below.

Enroll Now

 

Transferring from another vendor to the Waddell & Reed Advisors Retirement Plan

You also have the opportunity to transfer existing assets from any 403(b) account(s) to your new Waddell & Reed 403(b) account on the Nationwide platform. Your financial advisor can assist you with this process.

Waddell & Reed Exchange/Transfer Form

Thank you for being our client.

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