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Calvert Distributors, Inc
(aka: Calvert)
Vendor General Information

This Vendor Page has not been approved by Calvert Distributors, Inc,
but the information provided should be useful to you.

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 Homepage may be accessed here .

Product Information

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

Fee Information

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

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403(b) Investment Options

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

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Roth 403(b) Contribution Policy

Calvert does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Calvert are marketed using the following approaches:

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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.

Vendor Forms and Online Submissions Links

Calvert Distributors, Inc has supplied the following forms which may be PDFs or online submittals:

Please contact Calvert to request any other type of 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:

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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:

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

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