Ameriprise Financial (aka: Ameriprise) - General Status
Ameriprise Financial has entered into a CCC Umbrella Information Sharing Agreement.
Ameriprise Financial (aka: Ameriprise) Web Homepage
Ameriprise has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Ameriprise, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Ameriprise 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
Ameriprise offers the following type 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)
- End of List
Roth 403(b) Contribution Policy
Ameriprise does NOT accept Roth 403(b) contributions.
Investment products of Ameriprise are marketed using the following approaches:
- End of List Declared by Ameriprise
Helpful Employee Resources
Ameriprise 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 Ameriprise 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 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.
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:
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:
Important: The list below represents those Employers in whose 403(b) Plans Ameriprise is classified as a Grandfathered Exchange Vendor: