American Century Investments, Inc. (aka: American Century) - General Status
American Century Investments has entered into an Umbrella Information Sharing Agreement (ISA) with CCC, clearly indicating its intention to remain in the 403(b) market when the bulk of the new 403(b) Regulations become applicable on 1/1/2009.
American Century Investments, Inc. (aka: American Century) Web Homepage
American Century Homepage may be accessed here .
Click the link(s) below for information on American Century investment products:
Click the link(s) below for information on the fees associated with American Century accounts:
403(b) Investment Options
American Century offers the following type(s) of 403(b) investment option:
- 403(b)(7) Custodial Mutual Funds (No-Load)
- End of List
Roth 403(b) Contribution Policy
American Century accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.
Investment products of American Century are marketed using the following approaches:
- End of List Declared by American Century
Helpful Employee Resources
American Century 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 American Century, please visit our General American Century Investments, 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.
American Century Investments, Inc. (aka: American Century) - Jefferson Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
American Century Investments, Inc. Plan Number
When contacting American Century or its local contacts, have ready your Jefferson - American Century Investments, Inc. GROUP NUMBER: To Be Determined
When contacting American Century 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 American Century on Jefferson list of authorized vendors.
Request Additional Information from American Century Investments, Inc.
Contact American Century directly if you have additional questions about American Century products or services.
Information Sharing Agreement, If Applicable
American Century Investments, Inc. 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 Jefferson 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
American Century Investments, Inc.
does not require any monthly contribution amount
Vendor Forms and Online Submissions Links
American Century Investments, Inc. has supplied the following forms which may be PDFs or online submittals:
Please contact American Century 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.