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CCC is closed on Monday, January 19th in observance of President's Day.



Chemeketa Community College

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.

 

Chemeketa CC 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 Chemeketa CC - Primerica Shareholder Services PLAN OR GROUP NUMBER: To Be Determined

Chemeketa CC 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.

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 Chemeketa CC 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Chemeketa CC 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)

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Primerica Shareholder Services (formerly known as PFS Investments) to request your form.