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Clackamas Community College

Invesco Aim Distributors, Inc.
(aka: AIM-Invesco)

This Vendor Page has not been approved by Invesco Aim Distributors, Inc.,
but the information provided should be useful to you.

Invesco Aim Distributors, Inc. (aka: AIM-Invesco) - General Status

TRANSACTION PROCESSING ALERT: AIM-Invesco will not accept CCC signatures on transaction documents unless the corresponding Employer has provided AIM-Invesco with certification that CCC serves as TPA for the Employer's 403(b) Plan. The following Employers have provided a letter to AIM-Invesco indicating CCC may sign on behalf of their 403(b) plans: Beaverton School District, Corvallis School District, Forest Grove School District, Greater Albany Public Schools (aka GAPS), and Silver Falls School District. Please note that if your Employer does not have a letter on file with this vendor the processing of your transaction may be delayed while the proper authorizations are obtained.

As of Sept. 1 2008 AIM-Invesco stopped accepting new 403 (b) custodial account applications and on Dec. 31 2008 this vendor stopped accepting contributions or transfers to existing AIM-Invesco 403(b) custodial accounts. AIM-Invesco will continue to maintain and service existing 403(b) custodial accounts and is amending its 403(b) custodial agreement accordingly to reflect the changes. Participants are not required to close or transfer assets from their AIM-Invesco 403(b) accounts.

AIM-Invesco has provided this PDF documentation: View / Download

Invesco Aim Distributors, Inc. (aka: AIM-Invesco) Web Homepage

AIM-Invesco Homepage may be accessed here .

Product Information

Click the link(s) below for information on AIM-Invesco investment products:

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Fee Information

Click the link(s) below for information on the fees associated with AIM-Invesco accounts:

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403(b) Investment Options

AIM-Invesco offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

AIM-Invesco does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of AIM-Invesco are marketed using the following approaches:

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Helpful Employee Resources

AIM-Invesco 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 AIM-Invesco 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 AIM-Invesco, please visit our General Invesco Aim Distributors, Inc. 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.

 

Invesco Aim Distributors, Inc. (aka: AIM-Invesco) - Clackamas CC Status

To Be Determined

Invesco Aim Distributors, Inc. Plan Number

When contacting AIM-Invesco or its local contacts, have ready your Clackamas CC - Invesco Aim Distributors, Inc. GROUP NUMBER: To Be Determined

Clackamas CC EIN

When contacting AIM-Invesco or its local contacts, you may require the Clackamas CC EIN: 930555710

Clackamas CC 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 AIM-Invesco on Clackamas CC list of authorized vendors.

Request Additional Information from Invesco Aim Distributors, Inc.

Contact AIM-Invesco directly if you have additional questions about AIM-Invesco products or services.

Information Sharing Agreement, If Applicable

Invesco Aim Distributors, Inc. has NOT signed any Direct Information Sharing Agreement with Clackamas CC or any Umbrella Information Sharing Agreement with CCC. Consequently, AIM-Invesco is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Clackamas CC 403(b) accounts.

Employer Minimum Contribution

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

Vendor Minimum Contribution

Invesco Aim Distributors, Inc. does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

Invesco Aim Distributors, Inc. has supplied the following forms which may be PDFs or online submittals:

Please contact AIM-Invesco to request any other type of forms you might need.

Clackamas CC Vendor Information Page

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