Individual CCC Client Employers
The Direct ISA is in place between Waddell & Reed and Portland Community College listed below allows Waddell & Reed receive exchanges, transfers, and rollovers contributions within the respective employer's 403(b) plan.
Please note:Waddell & Reed has an Umbrella CCC ISA in place, however that only applies to CCC Full Service Clients. (Portland Community College is a Selected Vendor CCC Client).
Click the link below to access the Waddell & Reed Direct ISA: