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

This Vendor Page has not been approved by Chase Vista Funds,
but the information provided should be useful to you.

Chase Vista Funds (aka: Chase Vista Funds (formerly Vista Family of Mutual Funds)) - General Status

Chase Vista Funds (formerly Vista Family of Mutual Funds) has not yet posted a company statement or 403(b) market status update at this time.

Chase Vista Funds (aka: Chase Vista Funds (formerly Vista Family of Mutual Funds)) Web Homepage

Chase Vista Funds (formerly Vista Family of Mutual Funds) has NOT provided any link to its home office webpage at this time.

Product Information

Click the link(s) below for information on Chase Vista Funds (formerly Vista Family of Mutual Funds) investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Chase Vista Funds (formerly Vista Family of Mutual Funds) accounts:

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403(b) Investment Options

Chase Vista Funds (formerly Vista Family of Mutual Funds) offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

Chase Vista Funds (formerly Vista Family of Mutual Funds) does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Chase Vista Funds (formerly Vista Family of Mutual Funds) are marketed using the following approaches:

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Helpful Employee Resources

Chase Vista Funds (formerly Vista Family of Mutual Funds) 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 Chase Vista Funds (formerly Vista Family of Mutual Funds) 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 Chase Vista Funds (formerly Vista Family of Mutual Funds), please visit our General Chase Vista Funds 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

Chase Vista Funds (formerly Vista Family of Mutual Funds) has not provided copies of or links to any Vendor Forms. Please contact Chase Vista Funds (formerly Vista Family of Mutual Funds) to request any forms you might need.

 

Employers for which Chase Vista Funds (aka: Chase Vista Funds (formerly Vista Family of Mutual Funds)) is Eligible to Receive Contributions

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

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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:

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

Important: The list below represents those Employers in whose 403(b) Plans Chase Vista Funds (formerly Vista Family of Mutual Funds) is eligible to receive exchanges, transfers, and rollover contributions because Chase Vista Funds (formerly Vista Family of Mutual Funds) has signed a Direct Information Sharing Agreement with Employers in this list unless otherwise noted in the "General Status" section of this page:

Employers for which Chase Vista Funds (formerly Vista Family of Mutual Funds) 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 Chase Vista Funds (formerly Vista Family of Mutual Funds) is classified as an Orphaned Vendor:

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

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

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 Contribution Vendor:

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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 Vendor:

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