Carruth Compliance Consulting

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CCC will be closed on Monday, September 1st for Labor Day.

Loan Processing Information

Instructions

If CCC is the Third Party Administrator for your 403(b) plan, CCC is required to approve any loan request. Please review and follow the processing instructions in the attached CCC Loan Request Form.

Additional Loan Information

Click here for the rules that apply to loans. Your Employer's 403(b) Plan Document will specify whether or not loans are allowed under your 403(b) Plan. If allowed under your 403(b) plan, you will also need to confirm that loans are available under your individual 403(b) annuity contract or custodial account. Note: loans are not allowed under the 403(b) plans for CCC Plan Document Service Only Clients.

Loan Approval Process: Please be aware that loan requests require communication with the broad 403(b) vendor community to confirm whether the requesting participant has other outstanding loans. This process starts the first Monday (or following business day in the event of a holiday) following the week the loan request is received by CCC, when we send an APB to vendors requesting information. We give the vendor one week to respond to our information request and then proceed with authorization (if the loan request is in good order) on the second Monday (or following business day in the event of a holiday) after the request is received.

You may submit your Loan Request to CCC using one of the following methods:

  • You may securely upload the documents to CCC by clicking here,

  • You may fax the document to CCC at 503-968-7802, or

  • You may mail the document to CCC at the following address:

    Carruth Compliance Consulting
    11515 SW Durham Rd. Suite E10
    Tigard, OR 97224