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The Vanguard Group (administered by Newport Trust)
(aka: Vanguard (administered by Newport Trust))
Vendor General Information

This Vendor Page has not been approved by The Vanguard Group (administered by Newport Trust),
but the information provided should be useful to you.

The Vanguard Group (administered by Newport Trust) - General Status

Vanguard 403(b) products are serviced by Newport Trust as of 11/3/2017. Please note that the website addresses and phone numbers for Vanguard 403(b) accountholders were updated. Please refer to the phone numbers and links provided on this page.

The Vanguard Group (administered by Newport Trust) Web Homepage

Vanguard (administered by Newport Trust) Homepage may be accessed here .

Product Information

Click the link(s) below for information on Vanguard (administered by Newport Trust) investment products:

Fee Information

Click the link(s) below for information on the fees associated with Vanguard (administered by Newport Trust) accounts:

403(b) Investment Options

Vanguard (administered by Newport Trust) offers the following type(s) of 403(b) investment option:

  • 403(b)(7) Custodial Mutual Funds (No-Load)
  • End of List

Roth 403(b) Contribution Policy

Vanguard (administered by Newport Trust) 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 Vanguard (administered by Newport Trust) are marketed using the following approaches:

Helpful Employee Resources

Vanguard (administered by Newport 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 Vanguard (administered by Newport 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 Vanguard (administered by Newport Trust), please visit our General The Vanguard Group (administered by Newport 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.

 

Employers for which The Vanguard Group (administered by Newport Trust) (aka: Vanguard (administered by Newport Trust)) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans Vanguard (administered by Newport Trust) holds an Active Payroll Slot:

Important: The list below represents those Employers in whose 403(b) Plans Vanguard (administered by Newport Trust) holds an Inactive Payroll Slot:

Employers for which Vanguard (administered by Newport Trust) is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Vanguard (administered by Newport Trust) is eligible to receive exchanges, transfers, and rollover contributions because Vanguard (administered by Newport Trust) has signed

Employers for which Vanguard (administered by Newport 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 Vanguard (administered by Newport Trust) is classified as an Orphaned Vendor:

Employers for which Vanguard (administered by Newport 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 Vanguard (administered by Newport Trust) is a Deselected Vendor.

  • End of List

Employers for which Vanguard (administered by Newport Trust) is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans Vanguard (administered by Newport Trust) is classified as a Grandfathered Contribution Vendor:

  • End of List

Important: The list below represents those Employers in whose 403(b) Plans Vanguard (administered by Newport Trust) is classified as a Grandfathered Exchange Vendor:

  • End of List