Invesco Aim Distributors, Inc. (aka: AIM-Invesco) - General Status
TRANSACTION PROCESSING ALERT: AIM-Invesco will not accept CCC signatures on transaction documents unless the corresponding Employer has provided AIM-Invesco with certification that CCC serves as TPA for the Employer's 403(b) Plan. The following Employers have provided a letter to AIM-Invesco indicating CCC may sign on behalf of their 403(b) plans: Beaverton School District, Corvallis School District, Forest Grove School District, Greater Albany Public Schools (aka GAPS), and Silver Falls School District. Please note that if your Employer does not have a letter on file with this vendor the processing of your transaction may be delayed while the proper authorizations are obtained.
As of Sept. 1 2008 AIM-Invesco stopped accepting new 403 (b) custodial account applications and on Dec. 31 2008 this vendor stopped accepting contributions or transfers to existing AIM-Invesco 403(b) custodial accounts. AIM-Invesco will continue to maintain and service existing 403(b) custodial accounts and is amending its 403(b) custodial agreement accordingly to reflect the changes. Participants are not required to close or transfer assets from their AIM-Invesco 403(b) accounts.
AIM-Invesco has provided this PDF documentation: View / Download
Invesco Aim Distributors, Inc. (aka: AIM-Invesco) Web Homepage
AIM-Invesco has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by AIM-Invesco, 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 AIM-Invesco 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
AIM-Invesco offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
AIM-Invesco does NOT accept Roth 403(b) contributions.
Investment products of AIM-Invesco are marketed using the following approaches:
- End of List Declared by AIM-Invesco
Helpful Employee Resources
AIM-Invesco 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 AIM-Invesco 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 AIM-Invesco, please visit our General Invesco Aim Distributors, Inc. 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.
Invesco Aim Distributors, Inc. (aka: AIM-Invesco) - Bethel Status
If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.
Invesco Aim Distributors, Inc. Plan Number
When contacting AIM-Invesco or its local contacts, have ready your Bethel - Invesco Aim Distributors, Inc. GROUP NUMBER: To Be Determined
When contacting AIM-Invesco or its local contacts, you may require the Bethel EIN: 936000591
Bethel Local Contacts
Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for AIM-Invesco on Bethel list of authorized vendors.
Request Additional Information from Invesco Aim Distributors, Inc.
Contact AIM-Invesco directly if you have additional questions about AIM-Invesco products or services.
AIM-Invesco has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
Invesco Aim Distributors, Inc. has NOT signed any Direct Information Sharing Agreement with Bethel or any Umbrella Information Sharing Agreement with CCC. Consequently, AIM-Invesco is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Bethel 403(b) accounts.
Employer Minimum Contribution
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
Invesco Aim Distributors, Inc.
does not require any monthly contribution amount
Invesco Aim Distributors, Inc. has supplied the following forms which may be PDFs or online submittals:
Please contact AIM-Invesco to request any other type of forms you might need.
Bethel Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Bethel 403(b) Plan and much more on the Bethel Information Page, available by clicking here.