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Massachusetts Financial Services ISAs

Individual CCC Client Employers

Massachusetts Financial requires the use of its own Information Sharing Agreement and the Massachusetts Financial ISA must be directly between Massachusetts Financial and the Employer. However, the Employer may designate CCC as the Employer's agent for information sharing.

The Direct ISA between Massachusetts Financial and the Individual CCC Client Employers listed below allows Massachusetts Financial receive exchanges, transfers, and rollovers contributions within the respective employer's 403(b) plan.

The following CCC Client Employers have entered into Massachusetts Financial ISAs, which are available by clicking on the Employer's name:

 

Employer Instructions

If your organization require assistance getting the appropriate agreements in place with the Vendor, please contact CCC.