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Kennewick School District

Foresters Financial (formerly First Investors Corporation)
(aka: Foresters Financial (formerly First Investors))

Foresters Financial (formerly First Investors Corporation) (aka: Foresters Financial (formerly First Investors)) - General Status

Foresters Financial (formerly First Investors) has not yet posted a company statement or 403(b) market status update at this time.

Foresters Financial (formerly First Investors Corporation) (aka: Foresters Financial (formerly First Investors)) Web Homepage

Foresters Financial (formerly First Investors) Homepage may be accessed here .

Product Information

Click the link(s) below for information on Foresters Financial (formerly First Investors) investment products:

Fee Information

Click the link(s) below for information on the fees associated with Foresters Financial (formerly First Investors) accounts:

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403(b) Investment Options

Foresters Financial (formerly First Investors) offers the following type(s) of 403(b) investment option:

  • 403(b)(7) Custodial Mutual Funds (Load)
  • 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
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Roth 403(b) Contribution Policy

Foresters Financial (formerly First Investors) 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 Foresters Financial (formerly First Investors) are marketed using the following approaches:

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Helpful Employee Resources

Foresters Financial (formerly First Investors) 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 Foresters Financial (formerly First Investors), please visit our General Foresters Financial (formerly First Investors Corporation) 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.

 

Foresters Financial (formerly First Investors Corporation) (aka: Foresters Financial (formerly First Investors)) - Kennewick Status

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

Foresters Financial (formerly First Investors Corporation) Plan Number

When contacting Foresters Financial (formerly First Investors) or its local contacts, have ready your Kennewick - Foresters Financial (formerly First Investors Corporation) PLAN OR GROUP NUMBER: To Be Determined

Kennewick EIN

When contacting Foresters Financial (formerly First Investors) or its local contacts, you may require the Kennewick EIN: 916001557

Kennewick 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 Foresters Financial (formerly First Investors) on Kennewick list of authorized vendors.

Request Additional Information from Foresters Financial (formerly First Investors Corporation)

Contact Foresters Financial (formerly First Investors) directly if you have additional questions about Foresters Financial (formerly First Investors) products or services.

Information Sharing Agreement, If Applicable

Foresters Financial (formerly First Investors Corporation) 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 Kennewick 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Kennewick requires a minimum monthly contribution of $25.00. Some Vendors may require minimum amounts higher than this while others may not (see below).

Vendor Minimum Contribution

Foresters Financial (formerly First Investors Corporation) does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

Foresters Financial (formerly First Investors Corporation) has supplied the following forms which may be PDFs or online submittals:

Please contact Foresters Financial (formerly First Investors) to request any other type of forms you might need.

Kennewick Vendor Information Page

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