Carruth Compliance Consulting

     Retirement Readiness      For Employees      For Employers      For Vendors      About Us      Contact Us 

    Login   
Skip Navigation Links.
Click here for our new wizard online voucher request system.

First Investors Corporation
(aka: First Investors)
Vendor General Information

First Investors Corporation (aka: First Investors) - General Status

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

First Investors Corporation (aka: First Investors) Web Homepage

First Investors Homepage may be accessed here .

Product Information

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

Fee Information

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

  • End of List

403(b) Investment Options

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

  • 403(b)(7) Custodial Mutual Funds (Load)
  • 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
  • End of List

Roth 403(b) Contribution Policy

First Investors accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.

Marketing Information

Investment products of First Investors are marketed using the following approaches:

  • End of List Declared by First Investors

Helpful Employee Resources

First Investors provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with First Investors, please visit our General First Investors Corporation 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

First Investors Corporation has supplied the following forms which may be PDFs or online submittals:

Please contact First Investors to request any other type of forms you might need.

 

Employers for which First Investors Corporation (aka: First Investors) is Eligible to Receive Contributions

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

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

  • End of List

Employers for which First Investors is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans First Investors is eligible to receive exchanges, transfers, and rollover contributions because First Investors has signed CCC's Umbrella Information Sharing Agreement:

Employers for which First Investors 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 First Investors is classified as an Orphaned Vendor:

  • End of List

Employers for which First Investors 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 First Investors is a Deselected Vendor.

  • End of List

Employers for which First Investors is a Grandfathered Vendor

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

  • End of List

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

  • End of List