Industrial Alliance (aka: Industrial Alliance Pacific) - General Status
Industrial Alliance Pacific will continue to participate in the 403(b) market in 2009. Industrial Alliance Pacific has signed the CCC Umbrella ISA.
Industrial Alliance (aka: Industrial Alliance Pacific) Web Homepage
Industrial Alliance Pacific has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Industrial Alliance Pacific, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Industrial Alliance Pacific to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Industrial Alliance Pacific offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Industrial Alliance Pacific does NOT accept Roth 403(b) contributions.
Investment products of Industrial Alliance Pacific are marketed using the following approaches:
- End of List Declared by Industrial Alliance Pacific
Helpful Employee Resources
Industrial Alliance Pacific has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Industrial Alliance Pacific provides a weblink to us, we'll post it here immediately.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with Industrial Alliance Pacific, please visit our General Industrial Alliance 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.
Industrial Alliance (aka: Industrial Alliance Pacific) - McMinnville Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
Industrial Alliance Plan Number
When contacting Industrial Alliance Pacific or its local contacts, have ready your McMinnville - Industrial Alliance GROUP NUMBER: To Be Determined
When contacting Industrial Alliance Pacific or its local contacts, you may require the McMinnville EIN: 936001125
McMinnville 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 Industrial Alliance Pacific on McMinnville list of authorized vendors.
Request Additional Information from Industrial Alliance
Industrial Alliance Pacific has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
Industrial Alliance 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 McMinnville 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
does not require any monthly contribution amount
Industrial Alliance Pacific has not provided copies of or links to any Vendor Forms. Please contact Industrial Alliance Pacific to request any forms you might need.
McMinnville Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the McMinnville 403(b) Plan and much more on the McMinnville Information Page, available by clicking here.