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The Vanguard Group (administered by Newport Trust) ISAs

Individual CCC Client Employers

Vanguard (administered by Newport Trust) requires the use of its own Information Sharing Agreement and the Vanguard (administered by Newport Trust) ISA must be directly between Vanguard (administered by Newport Trust) and the Employer. However, the Employer may designate CCC as the Employer's agent for information sharing. The Vanguard (administered by Newport Trust) policy statement is available by clicking here.

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

The following CCC Client Employers have entered into Vanguard (administered by Newport Trust) 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.