Round Rock ISD 403(b) Approved Vendors (2026 Guide)
TCG runs the Round Rock ISD 403(b) and 457(b). Here is how to enroll, where the real vendor list lives, and how to compare products before you sign.
Who Administers the Round Rock ISD 403(b)?
Round Rock ISD partners with Trusted Capital Group (TCG), a HUB International company, to administer its voluntary 403(b) and 457(b) deferred compensation plans, which are open to all employees regardless of benefit eligibility status. Plan customer service is 800-943-9179, Monday through Friday, 8 a.m. to 7 p.m. Central.
Enrollment runs through TCG's portal at tcgservices.com/enroll (first-time login uses your SSN and date of birth, then you set your own credentials). As with every 403(b), the investment account with your chosen vendor and the payroll deduction through TCG are two separate steps.
The district's retirement page, including plan documents and Spanish-language enrollment instructions, lives at roundrockisd.org/page/retirement-plans.
Which Vendors Are Approved at Round Rock ISD?
The official approved vendor list is maintained by TCG, the district's plan administrator, so the authoritative answer always comes from TCG. What is publicly documented:
- Round Rock ISD runs a multi-vendor menu. The independent 403bwise directory shows roughly 30 available 403(b) companies for the district, including National Life Group, Corebridge Financial, Equitable, Fidelity Investments, Horace Mann, Security Benefit, T. Rowe Price, Vanguard, and Voya Financial, with a Roth 403(b) subset that also includes National Life Group.
- The 457(b) is also multi-vendor at Round Rock, unusual for Texas districts: the same directory lists a 457(b) lineup that includes National Life Group, Corebridge Financial, Equitable, Horace Mann, Security Benefit, and Voya Financial.
Sources: Round Rock ISD, Retirement Plans page (TPA and enrollment); 403bwise Round Rock ISD directory (vendor menu). Checked July 2026. The official list is maintained by TCG; confirm before opening an account.
National Life Group at Round Rock ISD: listed, and we confirm before setup
National Life Group appears on the independent 403bwise vendor directory for Round Rock ISD on the traditional 403(b), Roth 403(b), and 457(b) lists. Because TCG maintains the district's official list, Life Gateway verifies current availability with TCG as the first step of any account setup, before you sign anything.
Book a Free 403(b) Fee ReviewHow to Compare Vendors on a Big-District Menu
A long approved list is not a ranking, and inclusion is not an endorsement. Many 403(b) products sold in K-12 plans are annuities, and some carry surrender charges of 5 to 10 percent if you move your money in the early years. A difference of just 1 percent in annual fees can reduce a final balance by 25 percent or more over a 30-year career.
- Ask for the full fee schedule in writing: expense ratios, mortality and expense charges, account maintenance fees, and any per-transfer costs.
- Check the surrender period before you sign: know exactly how many years your money is locked in and what leaving early would cost.
- Remember the 457(b) option: it has its own separate IRS contribution limit and no 10 percent early withdrawal penalty, which matters if you plan to retire before 59 and a half.
For a deeper walkthrough of the fee traps common in educator plans, read our guide on avoiding high 403(b) fees.
Plan Your Full Retirement Picture
Changing districts, moving states, or weighing a Roth move? Read changing districts or states and the 403(b) to Roth IRA conversion guide.
Retirement Calculator
Project what your 403(b) contributions could grow to by your target retirement date.
Run the numbers →Texas TRS Pension
Your 403(b) sits on top of your TRS pension. Estimate the pension side in under a minute.
Estimate your TRS benefit →WEP and GPO Repeal
The Social Security Fairness Act changed the math for many Texas educators. See if it affects you.
Read the update →Frequently Asked Questions
Who administers the Round Rock ISD 403(b) plan?
Round Rock ISD partners with Trusted Capital Group (TCG), a HUB International company, to administer its voluntary 403(b) and 457(b) deferred compensation plans. Plan customer service is 800-943-9179, Monday through Friday, 8 a.m. to 7 p.m. Central, and enrollment runs through tcgservices.com/enroll.
Which 403(b) vendors are approved at Round Rock ISD?
The official approved vendor list is maintained by TCG, the district's plan administrator. The independent 403bwise directory shows roughly 30 available 403(b) companies for Round Rock ISD, including National Life Group, Corebridge Financial, Equitable, Fidelity Investments, Horace Mann, Security Benefit, T. Rowe Price, Vanguard, and Voya Financial. Confirm the current official list with TCG before opening an account.
Is National Life Group available in the Round Rock ISD 403(b)?
National Life Group appears on the independent 403bwise vendor directory for Round Rock ISD on the traditional 403(b), Roth 403(b), and 457(b) lists. Because TCG maintains the district's official list, Life Gateway confirms current availability with TCG as the first step of any account setup.
How do I start or change 403(b) contributions at Round Rock ISD?
Open an account with an approved vendor, then set your contribution through TCG's enrollment portal at tcgservices.com/enroll or by calling 800-943-9179. First-time logins use your SSN and date of birth before you create your own credentials. Contribution changes also go through TCG.
Life Gateway is an insurance-licensed financial services firm. This guide is educational, compiled from publicly available district, administrator, and directory sources as of July 2026, and is not endorsed by or affiliated with Round Rock ISD or TCG. The official approved vendor list is maintained by TCG and changes over time; always confirm current details before acting.
Cut the Round Rock Menu Down to Your Best Fit
We confirm the current TCG vendor list, pull the real fee schedules, and show you which option fits your TRS pension and timeline. No obligation, no pressure.
Book Your Free 403(b) Fee Review