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Portland Public Schools

Chase Vista Funds
(aka: Chase Vista Funds (formerly Vista Family of Mutual Funds))

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

Chase Vista Funds (aka: Chase Vista Funds (formerly Vista Family of Mutual Funds)) - General Status

Chase Vista Funds (formerly Vista Family of Mutual Funds) has not yet posted a company statement or 403(b) market status update at this time.

Chase Vista Funds (aka: Chase Vista Funds (formerly Vista Family of Mutual Funds)) Web Homepage

Chase Vista Funds (formerly Vista Family of Mutual Funds) has NOT provided any link to its home office webpage at this time.

Product Information

Click the link(s) below for information on Chase Vista Funds (formerly Vista Family of Mutual Funds) investment products:

  • End of List

Fee Information

Click the link(s) below for information on the fees associated with Chase Vista Funds (formerly Vista Family of Mutual Funds) accounts:

  • End of List

403(b) Investment Options

Chase Vista Funds (formerly Vista Family of Mutual Funds) offers the following type(s) of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

Chase Vista Funds (formerly Vista Family of Mutual Funds) does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Chase Vista Funds (formerly Vista Family of Mutual Funds) are marketed using the following approaches:

  • End of List Declared by Chase Vista Funds (formerly Vista Family of Mutual Funds)

Helpful Employee Resources

Chase Vista Funds (formerly Vista Family of Mutual Funds) 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 Chase Vista Funds (formerly Vista Family of Mutual Funds) 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 Chase Vista Funds (formerly Vista Family of Mutual Funds), please visit our General Chase Vista Funds 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.

 

Chase Vista Funds (aka: Chase Vista Funds (formerly Vista Family of Mutual Funds)) - PPS Status

If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

Chase Vista Funds Plan Number

When contacting Chase Vista Funds (formerly Vista Family of Mutual Funds) or its local contacts, have ready your PPS - Chase Vista Funds GROUP NUMBER: To Be Determined

PPS EIN

When contacting Chase Vista Funds (formerly Vista Family of Mutual Funds) or its local contacts, you may require the PPS EIN: 936000830

PPS 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 Chase Vista Funds (formerly Vista Family of Mutual Funds) on PPS list of authorized vendors.

Request Additional Information from Chase Vista Funds

Chase Vista Funds (formerly Vista Family of Mutual Funds) has not a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Chase Vista Funds has NOT signed any Direct Information Sharing Agreement with PPS or any Umbrella Information Sharing Agreement with CCC. Consequently, Chase Vista Funds (formerly Vista Family of Mutual Funds) is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into PPS 403(b) accounts.

Employer Minimum Contribution

PPS 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

Chase Vista Funds does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

Chase Vista Funds (formerly Vista Family of Mutual Funds) has not provided copies of or links to any Vendor Forms. Please contact Chase Vista Funds (formerly Vista Family of Mutual Funds) to request any forms you might need.

PPS Vendor Information Page

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