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Dean Whitter
(aka: Dean Whitter)
Vendor General Information

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

Dean Whitter (aka: Dean Whitter) - General Status

Dean Whitter has not yet posted a company statement or 403(b) market status update at this time.

Dean Whitter (aka: Dean Whitter) Web Homepage

Dean Whitter has NOT provided any link to its home office webpage at this time.

Product Information

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

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Fee Information

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

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403(b) Investment Options

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

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Roth 403(b) Contribution Policy

Dean Whitter does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Dean Whitter are marketed using the following approaches:

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Helpful Employee Resources

Dean Whitter 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 Dean Whitter 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 Dean Whitter, please visit our General Dean Whitter 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

Dean Whitter has not provided copies of or links to any Vendor Forms. Please contact Dean Whitter to request any forms you might need.

 

Employers for which Dean Whitter (aka: Dean Whitter) is Eligible to Receive Contributions

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

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

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

Important: The list below represents those Employers in whose 403(b) Plans Dean Whitter is eligible to receive exchanges, transfers, and rollover contributions because Dean Whitter has signed a Direct Information Sharing Agreement with Employers in this list unless otherwise noted in the "General Status" section of this page:

Employers for which Dean Whitter 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 Dean Whitter is classified as an Orphaned Vendor:

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Employers for which Dean Whitter 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 Dean Whitter is a Deselected Vendor.

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Employers for which Dean Whitter is a Grandfathered Vendor

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

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

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