Very Frequently Asked Questions by Vendors
CCC is neither qualified nor licensed to provide financial or tax advice. To the extent answers to questions below deal with Federal or State income tax information, any information provided is not intended or written by CCC to be used, and cannot be used by any taxpayer, for the purpose of avoiding any penalties that may be imposed under the Internal Revenue Code. Information from CCC relating to Federal tax matters may not be used in promoting, marketing or recommending any entity, investment plan, or arrangement to any taxpayer.
- We have a Financial Consultant who would like to be added as an approved agent under my Company for a CCC Client Employer 403(b) Plan. Can you please let us know the procedure to do this?