Putnam Investments (aka: Putnam) - General Status

Putnam plans to continue its involvement in the 403(b) market.

Putnam Investments (aka: Putnam) Web Homepage

Putnam has NOT provided any link to its home office webpage. As soon as Putnam provides a weblink, we'll post it here immediately.

Investment Fund Information

The following web links have been provided by Putnam 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:

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403(b) Investment Options

Putnam offers the following type of 403(b) investment option:

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Roth 403(b) Contribution Policy

Putnam does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Putnam are marketed using the following approaches:

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Helpful Employee Resources

Putnam 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 Putnam 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 Putnam, please visit our General Putnam Investments 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.

Putnam Investments (aka: Putnam) - Oregon City Status

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

Putnam Investments Plan Number

When contacting Putnam or its local contacts, have ready your Oregon City - Putnam Investments GROUP NUMBER: To Be Determined

Oregon City EIN

When contacting Putnam or its local contacts, you may require the Oregon City EIN: 936000264

Oregon City 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 Putnam on Oregon City list of authorized vendors.

Request Additional Information from Putnam Investments

Putnam has not provided us with any online contact methods. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Putnam Investments 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 Oregon City 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Oregon City 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

Putnam Investments does not require any monthly contribution amount .

Vendor Forms

Putnam has not provided copies of or links to any Vendor Forms. Please contact Putnam to request any forms you might need.

Oregon City Vendor Information Page

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