UTLA Approved Vendors

See UTLA Treasurer Arlene Inouye's United Teacher article (Feb 2012) about questionable vendors at your schools:
Beware the 403(b) pizza peddlers:
Salespeople should not be on campus promoting this retirement savings plan

Approved Vendors

As a service to members, UTLA issues approval to vendors who we have determined with our affiliates that the company is reputable and financially viable. This includes a written agreement of accountability and oversight through a CTA Advisory Panel on Endorsed Services which ensures that any complaints will have a prompt, fair and impartial review of concerns.

• California Casualty Auto and Home Insurance
• First Financial Credit Union
• The Standard (CTA Members)
• AFT Life Insurance

Associated Vendors

Other vendors who have a long history and relationship with UTLA but do not have a written agreement and are not subject to evidence of legal, actuarial and financial soundness.

• AFLAC
• Colonial Life and Accident Insurance Co.
• National Teacher Association of Calif, Inc
• Pacific Educators
• Unum/Specialists in Long-Term Care

UTLA Policy:
UTLA is not financially compensated by our approved or associated vendors and UTLA does not do any work on their behalf.  Additionally, UTLA does not approve or endorse  403b or 457 insurance products and these vendors should not be allowed on school campuses to solicit members under any circumstance.  Please contact Arlene Inouye( ainouye@utla.net ) for violations of this policy.

We support member education and information regarding financial investments and recommend www.ctainvest.org  as a resource. 

UTLA also provides Investment Workshops.  Details can be found on the UTLA Announcements web page and United Teacher newspaper. The next workshop is on Saturday, May 5th, 2012.

LAUSD Policy:
District Policy Bulletin 5474.0 states:
IV. Solicitations and Sale of Merchandise:
A.  No agent may solicit employees or distribute promotional materials for the purpose of insurance policies, solicitation of contracts for tax-sheltered annuities, 403(b) voluntary retirement savings or similar benefits on District property.  The only exception is authorized representatives of the LAUSD-sponsored 457(b) plan.

The District's Board Rule 1251 prohibits "advertising or sale to students or employees" on District premises with very limited exceptions.  Vendor and commercial activities on school premises should generally be avoided.  In addition, marketing activities are considered "lobbying" under the District's Lobbying Disclosure Code which requires registration with the Ethics Office at www.lausd.net/ethics.          http://psd.lausd.net/procurementManual