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 here on the CCC website. Once they do, it will appear here.
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. As soon as Chase Vista Funds (formerly Vista Family of Mutual Funds) provides a weblink, we'll post it here immediately.
Investment Fund Information
The following web links have been provided by Chase Vista Funds (formerly Vista Family of Mutual Funds) to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Chase Vista Funds (formerly Vista Family of Mutual Funds) offers the following type of 403(b) investment option:
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:
- End of List Declared by Chase Vista Funds (formerly Vista Family of Mutual Funds)
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 FormsChase 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.
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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:
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 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:
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.
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:
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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