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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.

General Status

Loans are not allowed from TD Ameritrade. This vendor's 403(b) Custodial Account Agreement specifically states it does not have the duty to determine if a loan meets the requirements of the Code nor do they make determination if a loan is in default, under these circumstances loans cannot be permitted.

Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of TD Ameritrade are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

To Be Determined

 

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

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.

  • End of List

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:

  • End of List

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

  • End of List