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 403(b) retirement plan, through an 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.
A 403(b) plan allows 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.
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.
|Fixed Income / Bond|
|Ivy Securian Core Bond Fund A||IBOAX|
|PIMCO Total Return Institutional||PTTRX|
|Oppenheimer Limited-Term Government A||OPGVX|
|American Funds Growth Fund of America R5||RGAFX|
|Ivy Large Cap Growth Fund A||WLGAX|
|Nationwide S&P 500 Index R6||GRMIX|
|Invesco Growth and Income A||ACGIX|
|Davis Opportunity A||RPEAX|
|Pioneer Mid Cap Value A||PCGRX|
|Franklin Small-Mid Cap Growth A||FRSGX|
|Heartland Value A||HRTVX|
|Nationwide Small Cap Index A||IPOAX|
|Ivy International Core Equity Fund A||IVIAX|
|Ivy Global Growth Fund A||IVINX|
|Ivy Emerging Markets Equity Fund A||IPOYX|
|American Funds New Perspective R5||RNPFX|
|Ivy Global Natural Resources Fund A||IGNAX|
|Ivy Science and Technology Fund A||WSTAX|
|Oppenheimer Gold & Special Minerals A||OPGSX|
|Prudential Jennison Utility A||PRUAX|
|Davis Financial A||RPFGX|
|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|
|Nationwide Government Money Market R6||GMIXX|
Effective Feb. 26, 2018, Waddell & Reed Advisors Vanguard Fund A merged into Ivy Large Cap Growth Fund A, Waddell & Reed Advisors Global Growth Fund A merged into Ivy Global Growth Fund A, and Waddell & Reed Advisors Science and Technology Fund A merged into Ivy Science and Technology Fund A.
This information is provided for educational purposes only and 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 understanding the issues discussed. It should not be considered investment advice, nor does it constitute a recommendation to take a particular course of action. Waddell & Reed does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial related decisions.
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.
2701 N. Rocky Point Drive
Tampa, FL 33607
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 Find 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 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.
Enroll online using the button below.
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.
Thank you for being our client.