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Waddell & Reed, Inc
(aka: Waddell & Reed)
Vendor General Information

General Status

Waddell & Reed was founded in 1937 by Chauncey Waddell and Cameron Reed, who combined their interest in the world of finance to conceive an idea that would eventually affect the financial future of millions of Americans. Today, Waddell & Reed is one of the most enduring mutual fund and financial planning complexes in the United States. We take a personalized approach to investing with our clients. Because of that approach, Waddell & Reed has helped millions of Americans develop financial plans to help them work toward their dreams, such as sending their children to college, providing for retirement or simply accumulating assets – attainable, real dreams that improve peoples’ lives. Financial advisors have succeeded by helping people to identify their goals and then developing strategic plans for working toward them. Why invest with Waddell & Reed? Waddell & Reed’s diverse mix of financial products and services enables affiliated financial advisors to offer substantial product breadth to clients: mutual funds, financial plans and retirement plans, as well as a broad array of insurance products, including life insurance and annuities, which are offered through arrangements with insurance companies. The synergy of Waddell & Reed’s approach – providing clients high quality financial products in a personalized financial plan – is the core of the Waddell & Reed concept…and the key to the company’s continuing success.

Landing Pages

Product and Fee Information

Click the link(s) below for information on Waddell & Reed products:

Marketing Information

Investment products of Waddell & Reed are marketed using the following approaches:

  • Advisors
  • Seminars, Meetings, and/or Brochure Distribution
  • Websites

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

  • Waddell & Reed 403(b) Consumer Education Page
  • Waddell & Reed Calculators
  • To Be Determined

     

    Employers for which Waddell & Reed, Inc (aka: Waddell & Reed) is Eligible to Receive Contributions

    Important: The list below represents those Employers in whose 403(b) Plans Waddell & Reed holds an Active Payroll Slot:

    Important: The list below represents those Employers in whose 403(b) Plans Waddell & Reed holds an Inactive Payroll Slot:

    Employers for which Waddell & Reed is Eligible to Receive Exchanges, Transfers, and Rollovers

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

    Employers for which Waddell & Reed 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 Waddell & Reed is classified as an Orphaned Vendor:

    • End of List

    Employers for which Waddell & Reed 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 Waddell & Reed is a Deselected Vendor.

    Employers for which Waddell & Reed is a Grandfathered Vendor

    Important: The list below represents those Employers in whose 403(b) Plans Waddell & Reed is classified as a Grandfathered Contribution Vendor:

    • End of List

    Important: The list below represents those Employers in whose 403(b) Plans Waddell & Reed is classified as a Grandfathered Exchange Vendor:

    • End of List