Edward Jones (aka: Edward Jones) - General Status
Edward Jones 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.
Edward Jones (aka: Edward Jones) Web Homepage
Edward Jones has NOT provided any link to its home office webpage. As soon as Edward Jones provides a weblink, we'll post it here immediately.
Investment Fund Information
The following web links have been provided by Edward Jones 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
Edward Jones offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Edward Jones does NOT accept Roth 403(b) contributions.
Marketing Information
Investment products of Edward Jones are marketed using the following approaches:
- End of List Declared by Edward Jones
Helpful Employee Resources
Edward Jones 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 Edward Jones 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 Edward Jones, please visit our General Edward Jones 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 FormsEdward Jones has not provided copies of or links to any Vendor Forms. Please contact Edward Jones to request any forms you might need.
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Employers for which Edward Jones (aka: Edward Jones) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans Edward Jones holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans Edward Jones holds an Inactive Payroll Slot:
Employers for which Edward Jones is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans Edward Jones is eligible to receive exchanges, transfers, and rollover contributions because Edward Jones has signed
a Direct Information Sharing Agreement with Employers in this list:
Employers for which Edward Jones 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 Edward Jones is classified as an Orphaned Vendor:
Employers for which Edward Jones 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 Edward Jones is a Deselected Vendor.
Employers for which Edward Jones is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans Edward Jones is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans Edward Jones is classified as a Grandfathered Exchange Vendor:
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