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.

Foresters Financial
(aka: Foresters Financial)
Vendor General Information

Foresters Financial - General Status

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

Foresters Financial Web Homepage

Foresters Financial Homepage may be accessed here .

Product Information

Click the link(s) below for information on Foresters Financial investment products:

Fee Information

Click the link(s) below for information on the fees associated with Foresters Financial accounts:

  • End of List

403(b) Investment Options

Foresters Financial 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

Foresters Financial 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 Foresters Financial are marketed using the following approaches:

  • End of List Declared by Foresters Financial

Helpful Employee Resources

Foresters Financial 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 Foresters Financial, please visit our General Foresters Financial 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

Foresters Financial has supplied the following forms which may be PDFs or online submittals:

Please contact Foresters Financial to request any other type of forms you might need.

 

Employers for which Foresters Financial (aka: Foresters Financial) is Eligible to Receive Contributions

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

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

  • End of List

Employers for which Foresters Financial is Eligible to Receive Exchanges, Transfers, and Rollovers

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

Employers for which Foresters 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 Foresters Financial is classified as an Orphaned Vendor:

  • End of List

Employers for which Foresters Financial 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 Foresters Financial is a Deselected Vendor.

  • End of List

Employers for which Foresters Financial is a Grandfathered Vendor

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

  • End of List

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

  • End of List