Evergreen (aka: Evergreen) - General Status
Evergreen plans to go out of the 403(b) market as of Jan 2009. Evergreen will not be accepting any new accounts for existing plans or transfers of assets into existing accounts as of November 15, 2008 and will not accept any contributions to existing 403(b) accounts as of Jan 2009.
Evergreen has provided this PDF documentation: View / Download
Evergreen (aka: Evergreen) Web Homepage
Evergreen has NOT provided any link to its home office webpage. As soon as Evergreen provides a weblink, we'll post it here immediately.
Investment Fund Information
The following web links have been provided by Evergreen 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
Evergreen offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Evergreen does NOT accept Roth 403(b) contributions.
Investment products of Evergreen are marketed using the following approaches:
- End of List Declared by Evergreen
Helpful Employee Resources
Evergreen 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 Evergreen 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 Evergreen, please visit our General Evergreen 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.
Evergreen has not provided copies of or links to any Vendor Forms. Please contact Evergreen to request any forms you might need.
Employers for which Evergreen (aka: Evergreen) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans Evergreen holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans Evergreen holds an Inactive Payroll Slot:
Employers for which Evergreen is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans Evergreen is eligible to receive exchanges, transfers, and rollover contributions because Evergreen has signed
a Direct Information Sharing Agreement with Employers in this list:
Employers for which Evergreen 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 Evergreen is classified as an Orphaned Vendor:
Employers for which Evergreen 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 Evergreen is a Deselected Vendor.
Employers for which Evergreen is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans Evergreen is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans Evergreen is classified as a Grandfathered Exchange Vendor: