Investment Change Deadline: December 2, 2025, at 4:00 PM EST
Suncoast 403(b) plans will transition to Equitable over the coming weeks. Participants in Wave 1 school districts (see list) may make investment changes until December 2, 2025, at 4:00 PM EST.

If you wish to move out of the Nationwide Fixed Account, you may exchange any investment on the fund menu except the following, due to equity wash restrictions:

  • American Century Short-Term Bond Fund (TWUOX)
  • Federated Hermes Government Obligations Fund (GOFXX)
  • Victory Short-Term Bond Fund (URSBX)

For options with a conservative risk profile similar to the Fixed Account, consider:

  • Carillon Reams Core Bond Fund (SCCIZ)
  • Dodge & Cox Income Fund (DODIX)
  • Lord Abbett Income Fund (LAUTX)

All other investment changes (except for NW True Flex) can be requested after the transition to Equitable is complete.

Important: This information is for educational purposes only and should not be considered investment advice. For additional questions or assistance with online exchanges, please contact Suncoast Member Services at (866) 300-9382.

Suncoast Wave 1 School Districts:
Alachua County Public Schools 403(b)
The School Board of Broward County 403(b)
The School Board of Broward County 457(b)
Citrus County School District 403(b)
Citrus County School District 457(b)
Collier County Public Schools 403(b)
Collier County Public Schools 457(b)
The School District of Desoto County 403(b)
The School District of Desoto County
Florida Southwestern State College
School Board of Hardee County
Hendry County School District
Hillsborough County Public Schools
The School District of Lee County
School Board of Levy County
School District of Manatee County
Miami Date School District
St Petersburg College
State College of Florida Mantee-Sarasota
Sumter County School District 

This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy. Investors should discuss their specific situation with their financial professional.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.

This information is general in nature and is not intended to be tax, legal, accounting or other professional advice. The information provided is based on current laws, which are subject to change at any time, and has not been endorsed by any government agency. Representatives do not give legal or tax advice. An attorney or tax advisor should be consulted for answers to specific questions.