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 .
Click the link(s) below for information on AIM-Invesco investment products:
Click the link(s) below for information on the fees associated with AIM-Invesco accounts:
403(b) Investment Options
AIM-Invesco offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
AIM-Invesco does NOT accept Roth 403(b) contributions.
Investment products of AIM-Invesco are marketed using the following approaches:
- End of List Declared by AIM-Invesco
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) - Jefferson Status
Aim-Invesco is exiting the 403(b) market.
Invesco Aim Distributors, Inc. Plan Number
When contacting AIM-Invesco or its local contacts, have ready your Jefferson - Invesco Aim Distributors, Inc. GROUP NUMBER: To Be Determined
When contacting AIM-Invesco or its local contacts, you may require the Jefferson EIN: 936000758
Jefferson 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 Jefferson 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 Jefferson 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 Jefferson 403(b) accounts.
Employer Minimum Contribution
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.
Jefferson Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Jefferson 403(b) Plan and much more on the Jefferson Information Page, available by clicking here.