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Ameriprise Financial
(aka: Ameriprise)
Vendor General Information

This Vendor Page has not been approved by Ameriprise Financial,
but the information provided should be useful to you.

Ameriprise Financial (aka: Ameriprise) - General Status

Ameriprise Financial has entered into a CCC Umbrella Information Sharing Agreement.

Ameriprise Financial (aka: Ameriprise) Web Homepage

Ameriprise Homepage may be accessed here .

Product Information

Click the link(s) below for information on Ameriprise investment products:

Fee Information

Click the link(s) below for information on the fees associated with Ameriprise accounts:

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403(b) Investment Options

Ameriprise offers the following type(s) of 403(b) investment option:

  • Variable Annuities with a Fixed Account
  • 403(b)(7) Custodial Mutual Funds (Load)
  • 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
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Roth 403(b) Contribution Policy

Ameriprise does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Ameriprise are marketed using the following approaches:

  • End of List Declared by Ameriprise

Helpful Employee Resources

Ameriprise provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Ameriprise, please visit our General Ameriprise Financial 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

Ameriprise Financial has supplied the following forms which may be PDFs or online submittals:

Please contact Ameriprise to request any other type of forms you might need.

 

Employers for which Ameriprise Financial (aka: Ameriprise) is Eligible to Receive Contributions

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

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

Employers for which Ameriprise is Eligible to Receive Exchanges, Transfers, and Rollovers

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

Employers for which Ameriprise 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 Ameriprise is classified as an Orphaned Vendor:

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Employers for which Ameriprise 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 Ameriprise is a Deselected Vendor.

Employers for which Ameriprise is a Grandfathered Vendor

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

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

  • End of List