Carruth Compliance Consulting

     Retirement Readiness      For Employees      For Employers      For Vendors      About Us      Contact Us 

      Log In

Chase Vista Funds (formerly Vista Family of Mutual Funds)
Vendor General Information

Marketing Approaches

  • Advisors

Helpful Employee Resources

 

Active 403(b) Payroll Slots

Employers for which Chase Vista Funds (aka: Chase Vista Funds (formerly Vista Family of Mutual Funds)) is Eligible to Receive 403(b) Contributions, Exchanges, Rollovers and Transfers:

Important: The list below represents those Employers in whose 403(b) Plans Chase Vista Funds (formerly Vista Family of Mutual Funds) holds an Inactive Payroll Slot:

Employers for which Chase Vista Funds (formerly Vista Family of Mutual Funds) is an Orphaned 403(b) Vendor

Plans for which Chase Vista Funds (formerly Vista Family of Mutual Funds) received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has none after 2008:

Employers for which Chase Vista Funds (formerly Vista Family of Mutual Funds) is a Deselected 403(b)Vendor

Plans for which Chase Vista Funds (formerly Vista Family of Mutual Funds) held an Active or Inactive Payroll Slot and received contributions after 12/31/2008, but is no longer eligible to receive contributions in the plan:

  • End of List

Employers for which Chase Vista Funds (formerly Vista Family of Mutual Funds) is a Grandfathered 403(b) Vendor

Employers for which Chase Vista Funds (formerly Vista Family of Mutual Funds) is a Grandfathered Contribution Vendor:

  • End of List

Important: The list below represents those Employers in whose 403(b) Plans Chase Vista Funds (formerly Vista Family of Mutual Funds) is classified as a Grandfathered Exchange 403(b)Vendor:

  • End of List

457(b) Payroll Slots

The following Employers sponsor Chase Vista Funds (formerly Vista Family of Mutual Funds) 457(b) Plans :

  • End of List
 

Page Last Modified: 12/11/2018 12:19:24 PM