403(b) Retirement Plans

Waddell & Reed Advisors 403(b) Plan

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. Waddell & Reed believes the information has been obtained from sources considered to be reliable, but does not guarantee the accuracy of the information provided. This information is not meant to be a complete summary or statement of all available data necessary for making financial or investment decisions and does not constitute a recommendation.

Please note that 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 you to assist in understanding the issues discussed. Neither Waddell & Reed, Inc., nor its Financial Advisors give tax, legal, or accounting advice.

This information is not meant as financial or investment advice pertaining to your personal situation. The selection of appropriate investment, insurance or planning options and/or strategies should be made on an individual basis after consultation with appropriate legal, tax and financial advisors. Nothing contained herein is intended as a solicitation or an offer to buy or sell any product or service mentioned and they may not be suitable for all investors.

Securities offered through Waddell & Reed, Inc., Member FINRA/SIPC, are not insured by FDIC, NCUA or any other government agency, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements. Guarantees provided by insurance products are subject to the claims-paying-ability of the issuing insurance company.

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 financial 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

Please contact the independent Waddell & Reed office below to find a financial advisor near you.

Dustin Johnson

2701 N. Rocky Point Drive
Suite #400
Tampa, FL 33607
800-881-3195
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 contact the financial advisor assigned to your school district (click 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

Establish your 403(b) account on our strategic partner platform at Nationwide in three easy steps:

  • Complete the enrollment, beneficiary designation and product disclosure forms:
    To obtain your county specific product disclosure forms, visit: www.tsacg.com
    • Select "District/College Plans," then "Florida," then your county
    • Next 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 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 retirement plan

You also can transfer existing assets from another 403(b) account(s) to your Waddell & Reed 403(b) account on the Nationwide platform. Get started by completing the form below. Your financial advisor can assist you with this process.

Waddell & Reed Exchange/Transfer Form

Thank you for being our client.

Market Data powered by Wikinvest. Data is provided as-is, delayed, and subject to Terms