Carruth Compliance Consulting

     Retirement Readiness      For Employees      For Employers      For Vendors      About Us      Contact Us 

    Login   
Skip Navigation Links.

CCC will be closed on Monday, September 1st for Labor Day.

Eugene Public Schools

American Century Investments, Inc.
(aka: American Century)

This Vendor Page has not been approved by American Century Investments, Inc.,
but the information provided should be useful to you.

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 .

Product Information

Click the link(s) below for information on American Century investment products:

  • End of List

Fee Information

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.

Marketing Information

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) - Eugene 4J Status

To Be Determined

American Century Investments, Inc. Plan Number

When contacting American Century or its local contacts, have ready your Eugene 4J - American Century Investments, Inc. GROUP NUMBER: 38001

Eugene 4J EIN

When contacting American Century or its local contacts, you may require the Eugene 4J EIN: 936000566

Eugene 4J 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 Eugene 4J list of authorized vendors.

  • 403(b) Business Retirement Services (Participants and Plan Sponsors) - 800-345-3533

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 Eugene 4J 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Eugene 4J 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.

Eugene 4J Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Eugene 4J 403(b) Plan and much more on the Eugene 4J Information Page, available by clicking here.