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Kennewick School District

Foresters Financial

Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of Foresters Financial are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

  • Foresters Financial 403(b) Consumer Education Page

    Kennewick Status

    This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

    Kennewick Plan Number

    When contacting Foresters Financial to open an account, please reference Plan Number: To Be Determined

    Kennewick Local Contacts

    The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

    Investment Options

    Foresters Financial offers the following type(s) of investment option:

    • 403(b)(7) Custodial Mutual Funds (Load)
    • 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
    • 457(b)(7) Custodial Mutual Funds (Load)

    Roth 403(b) Contribution Policy

    Foresters Financial 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.

    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 Foresters Financial to request your form.