Palm Beach County


The Palm Beach County School District also has approved the following companies to provide 403b and 457 plans. These companies may or may not meet the higher standards and lower prices of The Model Plan companies.


Other District approved providers:

  • Buttelman & Strehlow Financial Group (GWN Securities)

  • Fidelity Investments

  • Great American Financial Resources

  • Horace Mann Insurance Company

  • ING Life Insurance and Annuity Company
  • Life Insurance Company of the Southwest
  • Lincoln Investment Planning, Inc
  • Lincoln Investment Planning, Inc (Reliastar Life Insurance Co.)

  • MetLife Resources

  • PFS Investments (Primerica)
  • Reliastar Life Insurance Co
  • The Legend Group
  • The Legend Group (Great American Financial Resources)
  • The Legend Group (Security Benefit Group)
  • The Legend Group (Symetra Financial)