The Timothy Plan (aka: Timothy Plan) - General Status
The Timothy Plan has informed CCC that the company has decided to remain a Vendor for a 403(b) Plan ONLY if The Timothy Plan is the sole provider for the Plan. That is, unless The Timothy Plan is the only Vendor holding a Payroll Slot in a 403(b) Plan, the company will no longer accept contributions into 403(b) accounts associated with the Employer's Plan.
It so happens that as of 11/6/2008, only one CCC Client Employer lists The Timothy Plan as holding a Payroll Slot, and that Employer has several other Vendors with Payroll Slots. Therefore, CCC is treating The Timothy Plan as a Vendor that is vacating the 403(b) market.
The Timothy Plan (aka: Timothy Plan) Web Homepage
Timothy Plan has NOT provided any link to its home office webpage. As soon as Timothy Plan provides a weblink, we'll post it here immediately.
Investment Fund Information
The following web links have been provided by Timothy Plan to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Timothy Plan offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Timothy Plan does NOT accept Roth 403(b) contributions.
Marketing Information
Investment products of Timothy Plan are marketed using the following approaches:
- End of List Declared by Timothy Plan
Helpful Employee Resources
Timothy Plan 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 Timothy Plan 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 Timothy Plan, please visit our General The Timothy Plan 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.
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The Timothy Plan (aka: Timothy Plan) - Jefferson Status
To Be Determined
The Timothy Plan Plan Number
When contacting Timothy Plan or its local contacts, have ready your Jefferson - The Timothy Plan GROUP NUMBER: To Be Determined
Jefferson EIN
When contacting Timothy Plan 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 Timothy Plan on Jefferson list of authorized vendors.
Request Additional Information from The Timothy Plan
Timothy Plan has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
The Timothy Plan has NOT signed any Direct Information Sharing Agreement with Jefferson or any Umbrella Information Sharing Agreement with CCC. Consequently, Timothy Plan is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Jefferson 403(b) accounts.
Employer Minimum Contribution
Jefferson
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
The Timothy Plan
does not require any monthly contribution amount
.
Vendor FormsTimothy Plan has not provided copies of or links to any Vendor Forms. Please contact Timothy Plan to request any forms you might need.
Jefferson Vendor Information PageInformation 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.
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