CT Vendor list for wife in 403(b) Forum Posted January 18 · Report reply On 1/6/2020 at 9:51 AM, D Junkins said: Hi all, it's been a while since my last update. Life got in the way and bouncing back and forth with folks trying get this account setup. We've been enrolled and have our online login to the Security Benefits Portal. I've submitted the paper work to HR to begin contributions this month for 2020. Crossing fingers. We got caught up for some time trying to figure out what our Plan # was...Security Benefit wouldn't give over the phone and said to check our statements online (nonexistent because we made no contributions). I eventually found out from our District's account rep for Security Benefit that it was her SS#. Not a great business practice but, at least explains why nobody would provide it to us. In summary: Apply online with the links provided at the top of this threa. You should get a confirmation letter 7-10 days later My wife got her account login info from Security Benefit over the phone sometime after that Setup your investment choices online. There are several Vanguard funds available with .04 - .07 expense ratios Fill out your HR forms to begin contributions Tip: If you need to call Security Benefits, ask up front if the person is familiar with their NEA DirectInvest product. Phone support was indeed helpful if they knew about the product - not so much if they didn't. Hi all, the journey is complete. The first contribution arrive in my wife’s Security Benefit account yesterday. Very thankful to the forum and members that helped out.