DISTRICTS WE SERVE

Santa Barbara County

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As the Third-Party Administrator, we manage retirement plans for the following districts, with each offering their own combination of supplemental retirement options. View your district below to see which plans are available to you.

Plan availability by district

Buellton Union School District
403(b), Roth 403(b), 457(b)

Santa Barbara County Education Office
403(b), Roth 403(b), 457(b)

Santa Barbara County SELPA
403(b), Roth 403(b), 457(b)

Santa Ynez Valley Union HSD
403(b), Roth 403(b), 457(b)

Solvang School District
403(b)

Vista del Mar Union School District
403(b), Roth 403(b)

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Monday through Friday, 7 a.m. – 7 p.m.
Saturday, 9 a.m. – 3 p.m.

More Questions?

Contact our dedicated Retirement Planning team for any additional questions.

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