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Lebanon Community School District

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

This Vendor Page has not been approved by Primerica Shareholder Services,
but the information provided should be useful to you.

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 at this time.

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

Primerica Shareholder Services (formerly known as PFS Investments) Homepage may be accessed here .

Product Information

Click the link(s) below for information on Primerica Shareholder Services (formerly known as PFS Investments) investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Primerica Shareholder Services (formerly known as PFS Investments) accounts:

  • End of List

403(b) Investment Options

Primerica Shareholder Services (formerly known as PFS Investments) offers the following type(s) 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)) - Lebanon Community School District Status

To Be Determined

Primerica Shareholder Services Plan Number

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

Lebanon Community School District EIN

When contacting Primerica Shareholder Services (formerly known as PFS Investments) or its local contacts, you may require the Lebanon Community School District EIN: 931175526

Lebanon Community School District 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 Lebanon Community School District list of authorized vendors.

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.

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 Lebanon Community School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Lebanon Community School District 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 and Online Submissions Links

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.

Lebanon Community School District Vendor Information Page

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