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Stanislaus County Office of Education 457 Investment Provider ListingInvestment Provider Name IndustrialAlliance Pacific Life Insurance Company, US Branch National Life Group (Life Insurance Company
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How to fill out 457 - investment provider

01
Obtain the necessary forms from your employer or plan administrator.
02
Provide your personal information, including name, address, social security number, and date of birth.
03
Choose an investment provider from the options provided.
04
Determine how much money you would like to contribute to your 457 plan and specify this on the form.
05
Sign and date the form, then return it to your employer or plan administrator.

Who needs 457 - investment provider?

01
Employees of state and local governments
02
Employees of certain tax-exempt organizations
03
Individuals looking to save for retirement with tax advantages
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A 457 - investment provider refers to an entity that offers investment options under a 457 deferred compensation plan, which is a type of nonqualified retirement plan for government and certain nonprofit employees.
Investment providers that manage or administer a 457 deferred compensation plan must file the 457 form to report their investment options and transactions.
To fill out the 457 form, the investment provider must provide detailed information about the investment options available, fees associated with them, and performance data as per the regulatory guidelines.
The purpose of the 457 investment provider form is to ensure transparency and inform plan participants about the available investment options in their deferred compensation plans.
The 457 form must report information such as the types of investment options offered, associated fees, performance metrics, and any changes to the investment offerings.
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