Calvert Distributors, Inc (aka: Calvert) - General Status
Calvert will not enter into information sharing agreements with either employers or TPAs. They will continue to manage existing accounts.
Calvert has provided this PDF documentation: View / Download
Calvert Distributors, Inc (aka: Calvert) Web Homepage
Calvert has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Calvert, 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 Calvert 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
Calvert offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Calvert does NOT accept Roth 403(b) contributions.
Investment products of Calvert are marketed using the following approaches:
- End of List Declared by Calvert
Helpful Employee Resources
Calvert 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 Calvert 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 Calvert, please visit our General Calvert Distributors, Inc 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.
Calvert has not provided copies of or links to any Vendor Forms. Please contact Calvert to request any forms you might need.
Employers for which Calvert Distributors, Inc (aka: Calvert) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans Calvert holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans Calvert holds an Inactive Payroll Slot:
Employers for which Calvert is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans Calvert is eligible to receive exchanges, transfers, and rollover contributions because Calvert has signed
a Direct Information Sharing Agreement with Employers in this list:
Employers for which Calvert 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 Calvert is classified as an Orphaned Vendor:
Employers for which Calvert 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 Calvert is a Deselected Vendor.
Employers for which Calvert is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans Calvert is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans Calvert is classified as a Grandfathered Exchange Vendor: