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Jefferson County School District 509-J

Pershing
(aka: Pershing)

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

Pershing (aka: Pershing) - General Status

Pershing currently does not have the ability to associate individual accounts with employer plans, therefore currently does not offer an ISA option that covers plans but rather individual participants accounts. Unfortunately, the lack of plan levelISA and offer information on all accounts under a plan does nor meet compliance needs for plan administrative purposes. Until this issue is resolved, no ISAs will be signed for Pershing. Loans are not allowed from Pershing accounts from CCC Client Plans.

Pershing (aka: Pershing) Web Homepage

Pershing Homepage may be accessed here .

Product Information

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

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Fee Information

Click the link(s) below for information on the fees associated with Pershing accounts:

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403(b) Investment Options

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

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Roth 403(b) Contribution Policy

Pershing does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Pershing are marketed using the following approaches:

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Helpful Employee Resources

Pershing 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 Pershing 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 Pershing, please visit our General Pershing 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.

 

Pershing (aka: Pershing) - JCSD 509-J Status

To Be Determined

Pershing Plan Number

When contacting Pershing or its local contacts, have ready your JCSD 509-J - Pershing GROUP NUMBER: To Be Determined

JCSD 509-J EIN

When contacting Pershing or its local contacts, you may require the JCSD 509-J EIN: 936000537

JCSD 509-J 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 Pershing on JCSD 509-J list of authorized vendors.

Request Additional Information from Pershing

Contact Pershing directly if you have additional questions about Pershing products or services.

Information Sharing Agreement, If Applicable

Pershing has NOT signed any Direct Information Sharing Agreement with JCSD 509-J or any Umbrella Information Sharing Agreement with CCC. Consequently, Pershing is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into JCSD 509-J 403(b) accounts.

Employer Minimum Contribution

JCSD 509-J does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Pershing does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

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

JCSD 509-J Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the JCSD 509-J 403(b) Plan and much more on the JCSD 509-J Information Page, available by clicking here.