UBS Financial Advisors (aka: UBS Financial Advisors) - General Status
UBS Financial Advisors has not yet posted a company statement or 403(b) market status update here on the CCC website. Once they do, it will appear here.
UBS Financial Advisors (aka: UBS Financial Advisors) Web Homepage
UBS Financial Advisors has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by UBS Financial Advisors, 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 UBS Financial Advisors 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
UBS Financial Advisors offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
UBS Financial Advisors does NOT accept Roth 403(b) contributions.
Investment products of UBS Financial Advisors are marketed using the following approaches:
- End of List Declared by UBS Financial Advisors
Helpful Employee Resources
UBS Financial Advisors 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 UBS Financial Advisors 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 UBS Financial Advisors, please visit our General UBS Financial Advisors 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.
UBS Financial Advisors (aka: UBS Financial Advisors) - Rainier Status
No longer in use. Also, the District was informed on 12/23/2008 that UBS Financial Advisors would be vacating the 403(b) market effective 12/31/2008.
UBS Financial Advisors Plan Number
When contacting UBS Financial Advisors or its local contacts, have ready your Rainier - UBS Financial Advisors GROUP NUMBER: To Be Determined
When contacting UBS Financial Advisors or its local contacts, you may require the Rainier EIN: 930589713
Rainier 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 UBS Financial Advisors on Rainier list of authorized vendors.
Request Additional Information from UBS Financial Advisors
Contact UBS Financial Advisors directly if you have additional questions about UBS Financial Advisors products or services.
UBS Financial Advisors has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
UBS Financial Advisors has NOT signed any Direct Information Sharing Agreement with Rainier or any Umbrella Information Sharing Agreement with CCC. Consequently, UBS Financial Advisors is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Rainier 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
UBS Financial Advisors
does not require any monthly contribution amount
UBS Financial Advisors has not provided copies of or links to any Vendor Forms. Please contact UBS Financial Advisors to request any forms you might need.
Rainier Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Rainier 403(b) Plan and much more on the Rainier Information Page, available by clicking here.