Primerica Shareholder Services (aka: Primerica Shareholder Services (formerly known as PFS Investments)) - General Status

Primerica Shareholder Services (formerly known as PFS Investments) 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.

Primerica Shareholder Services (aka: Primerica Shareholder Services (formerly known as PFS Investments)) Web Homepage

Primerica Shareholder Services (formerly known as PFS Investments) has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Primerica Shareholder Services (formerly known as PFS Investments), 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 Primerica Shareholder Services (formerly known as PFS Investments) 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:

• End of List

403(b) Investment Options

Primerica Shareholder Services (formerly known as PFS Investments) offers the following type of 403(b) investment option:

• 403(b)(7) Custodial Mutual Funds (Load)
• 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
• End of List

Roth 403(b) Contribution Policy

Primerica Shareholder Services (formerly known as PFS Investments) does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Primerica Shareholder Services (formerly known as PFS Investments) are marketed using the following approaches:

• End of List Declared by Primerica Shareholder Services (formerly known as PFS Investments)

Helpful Employee Resources

Primerica Shareholder Services (formerly known as PFS Investments) 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 Primerica Shareholder Services (formerly known as PFS Investments) 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 Primerica Shareholder Services (formerly known as PFS Investments), please visit our General Primerica Shareholder Services 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.

Primerica Shareholder Services (aka: Primerica Shareholder Services (formerly known as PFS Investments)) - WESD Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

Primerica Shareholder Services Plan Number

When contacting Primerica Shareholder Services (formerly known as PFS Investments) or its local contacts, have ready your WESD - Primerica Shareholder Services GROUP NUMBER: To Be Determined

WESD EIN

When contacting Primerica Shareholder Services (formerly known as PFS Investments) or its local contacts, you may require the WESD EIN: 936002529

WESD 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 Primerica Shareholder Services (formerly known as PFS Investments) on WESD list of authorized vendors.

• Main Online Company Contact Info

Request Additional Information from Primerica Shareholder Services

Contact Primerica Shareholder Services (formerly known as PFS Investments) directly if you have additional questions about Primerica Shareholder Services (formerly known as PFS Investments) products or services.

Primerica Shareholder Services (formerly known as PFS Investments) has not provided us with any online contact methods. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Primerica Shareholder Services has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into WESD 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

WESD does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Primerica Shareholder Services does not require any monthly contribution amount .

Vendor Forms

Primerica Shareholder Services (formerly known as PFS Investments) has not provided copies of or links to any Vendor Forms. Please contact Primerica Shareholder Services (formerly known as PFS Investments) to request any forms you might need.

WESD Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the WESD 403(b) Plan and much more on the WESD Information Page, available by clicking here.