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TD Ameritrade
(aka: TD Ameritrade)
Vendor General Information

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

TD Ameritrade (aka: TD Ameritrade) - General Status

Exchanges, transfers and rollover ins will not be allowed to this vendor, even in cases where a Direct ISA is in place due to TD Ameritrade's limitations in sharing compliance data.

TD Ameritrade (aka: TD Ameritrade) Web Homepage

TD Ameritrade Homepage may be accessed here .

Product Information

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

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Fee Information

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

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403(b) Investment Options

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

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Roth 403(b) Contribution Policy

TD Ameritrade 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 TD Ameritrade are marketed using the following approaches:

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Helpful Employee Resources

TD Ameritrade 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 TD Ameritrade 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 TD Ameritrade, please visit our General TD Ameritrade 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

TD Ameritrade has not provided copies of or links to any Vendor Forms. Please contact TD Ameritrade to request any forms you might need.

 

Employers for which TD Ameritrade (aka: TD Ameritrade) is Eligible to Receive Contributions

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

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

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

Important: The list below represents those Employers in whose 403(b) Plans TD Ameritrade is eligible to receive exchanges, transfers, and rollover contributions because TD Ameritrade has signed a Direct Information Sharing Agreement with Employers in this list unless otherwise noted in the "General Status" section of this page:

Employers for which TD Ameritrade 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 TD Ameritrade is classified as an Orphaned Vendor:

Employers for which TD Ameritrade 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 TD Ameritrade is a Deselected Vendor.

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Employers for which TD Ameritrade is a Grandfathered Vendor

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

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

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