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Jefferson County School District 509-J

Primerica Shareholder Services

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

Primerica Shareholder Services - General Status

Primerica Shareholder Services Landing Pages

Product and Fee Information

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

Marketing Information

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

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.

 

JCSD 509-J 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 JCSD 509-J - Primerica Shareholder Services PLAN OR GROUP NUMBER: To Be Determined

JCSD 509-J Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

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Primerica Shareholder Services (formerly known as PFS Investments) has not provided a "contact us" link. 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 JCSD 509-J 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

JCSD 509-J 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 .

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)

Roth 403(b) Contribution Policy

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

JCSD 509-J Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the JCSD 509-J 403(b) Plan and much more on the JCSD 509-J Information Page, available by clicking here.