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Portland Public Schools

Chase Vista Funds

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

Chase Vista Funds - General Status

Chase Vista Funds Landing Pages

Product and Fee Information

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

Marketing Information

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

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.

 

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 PLAN OR GROUP NUMBER: To Be Determined

PPS Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

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Chase Vista Funds (formerly Vista Family of Mutual Funds) has not provided 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 .

403(b) Investment Options

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

Roth 403(b) Contribution Policy

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

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.