- General Status
Loans are not allowed from TD Ameritrade. This vendor's 403(b) Custodial Account Agreement specifically states it does not have the duty to determine if a loan meets the requirements of the Code nor do they make determination if a loan is in default, under these circumstances loans cannot be permitted.
TD Ameritrade Homepage may be accessed here .
Click the link(s) below for information on TD Ameritrade investment products:
Click the link(s) below for information on the fees associated with TD Ameritrade accounts:
403(b) Investment Options
TD Ameritrade offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
TD Ameritrade 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.
Investment products of TD Ameritrade are marketed using the following approaches:
Helpful Employee Resources
TD Ameritrade 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 TD Ameritrade 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 TD Ameritrade, please visit our General TD Ameritrade 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.
- Kennewick Status
To Be Determined
TD Ameritrade Plan Number
When contacting TD Ameritrade or its local contacts, have ready your Kennewick - TD Ameritrade PLAN OR GROUP NUMBER: E1B49341-AC9B-45AC-956B-1FEB84E45CC9 and 91-6001557
When contacting TD Ameritrade 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 TD Ameritrade on Kennewick list of authorized vendors.
Request Additional Information from TD Ameritrade
TD Ameritrade has not a "contact us" link. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
TD Ameritrade has signed a Direct Information Sharing Agreement with Kennewick 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: Direct-ISA (pdf).
Employer Minimum Contribution
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
does not require any monthly contribution amount
Vendor Forms and Online Submissions Links
TD Ameritrade has not provided copies of or links to any Vendor Forms. Please contact TD Ameritrade to request any 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.