Beneficial Financial Group (aka: Beneficial Financial) - General Status
Beneficial Financial has not yet posted a company statement or 403(b) market status update here on the CCC website. Once they do, it will appear here.
Vendor Page Information
Vendors manage their own CCC website pages via authorized logins available upon request. Vendors are expected to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly. With thousands of unique CCC Client Employer-Vendor relationships, CCC uses this website to inform all Vendors regarding Employer-Specific:
- Requirements to Gain and Maintain Active or Inactive Payroll Slots;
- Optional Plan Features available; and
- All other aspects of the Employer's 403(b) Plan.
To see any of the above requirements for a specific Employer, visit a specific Employer's 403(b) Plan Document: List of Employers
Beneficial Financial Group (aka: Beneficial Financial) Web Homepage
Beneficial Financial has NOT provided any link to its home office webpage. As soon as Beneficial Financial provides a weblink, we'll post it here immediately.
Investment Fund Information
The following web links have been provided by Beneficial Financial 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
Beneficial Financial offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Beneficial Financial does NOT accept Roth 403(b) contributions.
Marketing Information
Investment products of Beneficial Financial are marketed using the following approaches:
- End of List Declared by Beneficial Financial
Helpful Employee Resources
Beneficial Financial has not provided a weblink to any online financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Beneficial Financial provides a weblink to us, we'll post it here immediately.
Request Additional Information
Beneficial Financial has not provided us with any online contact methods. The moment they do, we'll post them here.
Vendor FormsBeneficial Financial Group has supplied the following forms which may be PDFs or online submittals:
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Employers for which Beneficial Financial Group (aka: Beneficial Financial) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans Beneficial Financial holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans Beneficial Financial holds an Inactive Payroll Slot:
Employers for which Beneficial Financial is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans Beneficial Financial is eligible to receive exchanges, transfers, and rollover contributions because Beneficial Financial has signed
a Direct Information Sharing Agreement with Employers in this list:
Employers for which Beneficial Financial 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 Beneficial Financial is classified as an Orphaned Vendor:
Employers for which Beneficial Financial is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans Beneficial Financial is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans Beneficial Financial is classified as a Grandfathered Exchange Vendor:
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