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McMinnville School District

Ameriprise Financial

This Vendor Page has not been approved by Ameriprise Financial,
but the information provided should be useful to you.

Ameriprise Financial - General Status

Ameriprise Financial has entered into a CCC Umbrella Information Sharing Agreement.

Ameriprise Financial Landing Pages

Product and Fee Information

Click the link(s) below for information on Ameriprise products:

Marketing Information

Investment products of Ameriprise are marketed using the following approaches:

Helpful Employee Resources

Ameriprise provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Ameriprise, please visit our General Ameriprise Financial Page.

 

McMinnville Status

Ameriprise Financial is not an active vendor but has been listed here to capture the Vendor Code for the School District. Ameriprise Financial letter dated 2 December 2008

Ameriprise Financial Plan Number

When contacting Ameriprise or its local contacts, have ready your McMinnville - Ameriprise Financial PLAN OR GROUP NUMBER: 212798557001

McMinnville 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

Ameriprise Financial 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 McMinnville 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

Ameriprise Financial does not require any monthly contribution amount .

403(b) Investment Options

Ameriprise offers the following type(s) of 403(b) investment option:

  • Variable Annuities with a Fixed Account
  • 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 Ameriprise to request your form.