Primerica Shareholder Services (aka: Primerica Shareholder Services (formerly known as PFS Investments)) - General Status
Primerica Shareholder Services (formerly known as PFS Investments) 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.
Primerica Shareholder Services (aka: Primerica Shareholder Services (formerly known as PFS Investments)) Web Homepage
Primerica Shareholder Services (formerly known as PFS Investments) has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Primerica Shareholder Services (formerly known as PFS Investments), 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 Primerica Shareholder Services (formerly known as PFS Investments) 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
Primerica Shareholder Services (formerly known as PFS Investments) 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)
- End of List
Roth 403(b) Contribution Policy
Primerica Shareholder Services (formerly known as PFS Investments) does NOT accept Roth 403(b) contributions.
Marketing Information
Investment products of Primerica Shareholder Services (formerly known as PFS Investments) are marketed using the following approaches:
- End of List Declared by Primerica Shareholder Services (formerly known as PFS Investments)
Helpful Employee Resources
Primerica Shareholder Services (formerly known as PFS Investments) 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 Primerica Shareholder Services (formerly known as PFS Investments) 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 Primerica Shareholder Services (formerly known as PFS Investments), please visit our General Primerica Shareholder Services 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 FormsPrimerica Shareholder Services (formerly known as PFS Investments) has not provided copies of or links to any Vendor Forms. Please contact Primerica Shareholder Services (formerly known as PFS Investments) to request any forms you might need.
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Employers for which Primerica Shareholder Services (aka: Primerica Shareholder Services (formerly known as PFS Investments)) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans Primerica Shareholder Services (formerly known as PFS Investments) holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans Primerica Shareholder Services (formerly known as PFS Investments) holds an Inactive Payroll Slot:
Employers for which Primerica Shareholder Services (formerly known as PFS Investments) is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans Primerica Shareholder Services (formerly known as PFS Investments) is eligible to receive exchanges, transfers, and rollover contributions because Primerica Shareholder Services (formerly known as PFS Investments) has signed
CCC's Umbrella Information Sharing Agreement:
Employers for which Primerica Shareholder Services (formerly known as PFS Investments) 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 Primerica Shareholder Services (formerly known as PFS Investments) is classified as an Orphaned Vendor:
Employers for which Primerica Shareholder Services (formerly known as PFS Investments) 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 Primerica Shareholder Services (formerly known as PFS Investments) is a Deselected Vendor.
Employers for which Primerica Shareholder Services (formerly known as PFS Investments) is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans Primerica Shareholder Services (formerly known as PFS Investments) is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans Primerica Shareholder Services (formerly known as PFS Investments) is classified as a Grandfathered Exchange Vendor:
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