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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 here on the CCC website. Once they do, it will appear here.

First Investors Corporation (aka: First Investors) Web Homepage

First Investors has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by First Investors, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.

Investment Fund Information

The following web links have been provided by First Investors 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:

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403(b) Investment Options

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

  • 403(b)(7) Custodial Mutual Funds (Load)
  • 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
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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:

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Helpful Employee Resources

First Investors 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 First Investors 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 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

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:

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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:

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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.

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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:

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

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