Carruth Compliance Consulting

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

Skip Navigation Links.

CCC is closed on Monday, January 19th in observance of President's Day.

West Linn-Wilsonville School District

FTJ Fund Choice

This Vendor Page has not been approved by FTJ Fund Choice,
but the information provided should be useful to you.

FTJ Fund Choice - General Status

FTJ Fund Choice Landing Pages

Product and Fee Information

Click the link(s) below for information on FTJ Fund Choice products:

Marketing Information

Investment products of FTJ Fund Choice are marketed using the following approaches:

Helpful Employee Resources

FTJ Fund Choice 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 FTJ Fund Choice 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 FTJ Fund Choice, please visit our General FTJ Fund Choice Page.


WLWV Status

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

FTJ Fund Choice Plan Number

When contacting FTJ Fund Choice or its local contacts, have ready your WLWV - FTJ Fund Choice PLAN OR GROUP NUMBER: To Be Determined

WLWV Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

Information Sharing Agreement, If Applicable

FTJ Fund Choice 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 WLWV 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

WLWV does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

FTJ Fund Choice does not require any monthly contribution amount .

403(b) Investment Options

FTJ Fund Choice offers the following type(s) of 403(b) investment option:

Roth 403(b) Contribution Policy

FTJ Fund Choice does NOT accept Roth 403(b) contributions.

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 FTJ Fund Choice to request your form.