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