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The Vanguard Group ISAs

Individual CCC Client Employers

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

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

The following CCC Client Employers have entered into Vanguard 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.