Carruth Compliance Consulting

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

    Login   
Skip Navigation Links.



Jefferson County School District 509-J

Pershing

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

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 levelISAs and the inability to offer information on all accounts under a given employer's plan does not 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.

Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of Pershing are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

 

JCSD 509-J Plan Number

When contacting Pershing to open an account, please reference Plan Number: To Be Determined

JCSD 509-J Local Contacts

The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

Investment Options

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

Roth 403(b) Contribution Policy

Pershing 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 Pershing to request your form.