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Eugene Public Schools

The Vanguard Group

This Vendor Page has not been approved by The Vanguard Group,
but the information provided should be useful to you.

General Status

Vanguard 403(b) products are serviced by Newport Trust as of 11/3/2017. Please note that the website addresses and phone numbers for Vanguard 403(b) accountholders were updated. Please refer to the phone numbers and links provided on this page. New enrollees may open an account following the instructions on the Vanguard 403(b) Application Instruction Flyer.

Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of Vanguard are marketed using the following approaches:

  • Websites

Helpful Employee Resources

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

 

Eugene 4J Status

The Vanguard Group has confirmed that the "403(b) (7) Plan Authorization Form" and "Information Sharing Agreement" submitted by Eugene Public Schools 4J has been accepted in its entirety. Therefore, contributions may continue, new Vanguard accounts may be established, and contract exchanges into, plan-to-plan transfers into, and rollover contributions into Vanguard accounts will be allowed indefinitely into the future.

Eugene 4J Plan Number

When contacting Vanguard to open an account, please reference Plan Number: V10100794

Eugene 4J 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

Vanguard offers the following type(s) of investment option:

  • 403(b)(7) Custodial Mutual Funds (No-Load)

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 Vanguard to request your form.