MRIC Comparison Chart
Picking an investment provider can be a tricky decision. There are annual service fees, fund management expenses and many other hidden fees that can take away from your savings. The MRIC Single Source and Core Investment Plan Comparison Chart can help you determine which investment provider is best for you by showing you side by side what you are paying for and the services you receive. Click here to view the chart.
Active Vendors for Holland Public Schools:
1) The Core Vendors include the following:
· AIG Retirement (1-800-448-2542)
· Legend Group (Gary Lucas, 616-399-0492, 520-3014 cell, [email protected])
· MEA Financial Services (Eric Nienhuis, 396-5640, [email protected])
· Midwest Capital Advisors (Ed Pike, 616-454-9600 ext. 15, [email protected])
· Plan Member Financial Corporation (Dennis Cairns, 616-846-0799, 866-803-7759, [email protected])
· Waddell & Reed Services Company
Todd Vander Lugt – 616-396-0554 / [email protected]
2) HPS Wild Card Vendors (not using 403(b) ASP Company):
· GLP and Associates
Joe Dahm, 1-800-397-0245 / [email protected]
· Ameriprise Financial
Doug Lacy / Tim Huizenga, 392-6614
Roger Gamache, 392-1040
3) HPS Wild Card Vendors (Using 403(b) ASP Company):
· Edward Jones
Scott Pedersen, 393-9568 / [email protected]
· Raymond James & Associates
Carla Masselink, 395-4150 / [email protected]
Kevin Clark, 395-4150 / [email protected]
Dan Kleinheksel, 395-4150 / [email protected]
Ilse Saewert, 395-4150 / [email protected]
· Hilliard Lyons
Chad Creevy, 1-800-285-7116 / [email protected]
· Robert W. Baird & Company
Tim Deenik, 616-233-8710 / [email protected]
· Vanguard Fiduciary Trust
Contact Amy Esquivel in the Business Office, you will need to complete
the 403(b) ASP paperwork
403(b) ASP is an intermediate company that manages the compliance for those firms listed under section 3. The majority of the vendors use American Funds or Vanguard products.
Updated 8/20/15
· AIG Retirement (1-800-448-2542)
· Legend Group (Gary Lucas, 616-399-0492, 520-3014 cell, [email protected])
· MEA Financial Services (Eric Nienhuis, 396-5640, [email protected])
· Midwest Capital Advisors (Ed Pike, 616-454-9600 ext. 15, [email protected])
· Plan Member Financial Corporation (Dennis Cairns, 616-846-0799, 866-803-7759, [email protected])
· Waddell & Reed Services Company
Todd Vander Lugt – 616-396-0554 / [email protected]
2) HPS Wild Card Vendors (not using 403(b) ASP Company):
· GLP and Associates
Joe Dahm, 1-800-397-0245 / [email protected]
· Ameriprise Financial
Doug Lacy / Tim Huizenga, 392-6614
Roger Gamache, 392-1040
3) HPS Wild Card Vendors (Using 403(b) ASP Company):
· Edward Jones
Scott Pedersen, 393-9568 / [email protected]
· Raymond James & Associates
Carla Masselink, 395-4150 / [email protected]
Kevin Clark, 395-4150 / [email protected]
Dan Kleinheksel, 395-4150 / [email protected]
Ilse Saewert, 395-4150 / [email protected]
· Hilliard Lyons
Chad Creevy, 1-800-285-7116 / [email protected]
· Robert W. Baird & Company
Tim Deenik, 616-233-8710 / [email protected]
· Vanguard Fiduciary Trust
Contact Amy Esquivel in the Business Office, you will need to complete
the 403(b) ASP paperwork
403(b) ASP is an intermediate company that manages the compliance for those firms listed under section 3. The majority of the vendors use American Funds or Vanguard products.
Updated 8/20/15