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Putnam Investments
(aka: Putnam)
Vendor General Information

This Vendor Page has not been approved by Putnam Investments,
but the information provided should be useful to you.

Putnam Investments - General Status

Putnam will NOT accept employer contributions to any 403(b) plans. Employer contributions sent to Putnam will be returned to the employer.

Putnam Investments Web Homepage

Putnam has NOT provided any link to its home office webpage at this time.

Product Information

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

Fee Information

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

403(b) Investment Options

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

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Roth 403(b) Contribution Policy

Putnam does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Putnam are marketed using the following approaches:

Helpful Employee Resources

Putnam 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 Putnam 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 Putnam, please visit our General Putnam Investments 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.

 

Employers for which Putnam Investments (aka: Putnam) is Eligible to Receive Contributions

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

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

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

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

Employers for which Putnam 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 Putnam is classified as an Orphaned Vendor:

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Employers for which Putnam 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 Putnam is a Deselected Vendor.

Employers for which Putnam is a Grandfathered Vendor

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

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

  • End of List