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PlanMember Services Corporation
(aka: PlanMember Services Corporation)
Vendor General Information

This Vendor Page has not been approved by PlanMember Services Corporation,
but the information provided should be useful to you.

PlanMember Services Corporation (aka: PlanMember Services Corporation) - General Status

Plan Member Services has an Umbrella ISA that applies to all CCC client Employers. Plan Member Services will offer 403(b) products in the future.

PlanMember Services Corporation (aka: PlanMember Services Corporation) Web Homepage

PlanMember Services Corporation Homepage may be accessed here .

Product Information

Click the link(s) below for information on PlanMember Services Corporation investment products:

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Fee Information

Click the link(s) below for information on the fees associated with PlanMember Services Corporation accounts:

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403(b) Investment Options

PlanMember Services Corporation offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

PlanMember Services Corporation accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.

Marketing Information

Investment products of PlanMember Services Corporation are marketed using the following approaches:

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Helpful Employee Resources

PlanMember Services Corporation has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment PlanMember Services Corporation provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with PlanMember Services Corporation, please visit our General PlanMember Services Corporation Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

Vendor Forms and Online Submissions Links

PlanMember Services Corporation has not provided copies of or links to any Vendor Forms. Please contact PlanMember Services Corporation to request any forms you might need.

 

Employers for which PlanMember Services Corporation (aka: PlanMember Services Corporation) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans PlanMember Services Corporation holds an Active Payroll Slot:

Important: The list below represents those Employers in whose 403(b) Plans PlanMember Services Corporation holds an Inactive Payroll Slot:

Employers for which PlanMember Services Corporation is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans PlanMember Services Corporation is eligible to receive exchanges, transfers, and rollover contributions because PlanMember Services Corporation has signed CCC's Umbrella Information Sharing Agreement:

Employers for which PlanMember Services Corporation is an Orphaned Vendor

An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans PlanMember Services Corporation is classified as an Orphaned Vendor:

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Employers for which PlanMember Services Corporation is a Deselected Vendor

Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where PlanMember Services Corporation is a Deselected Vendor.

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Employers for which PlanMember Services Corporation is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans PlanMember Services Corporation is classified as a Grandfathered Contribution Vendor:

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Important: The list below represents those Employers in whose 403(b) Plans PlanMember Services Corporation is classified as a Grandfathered Exchange Vendor:

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