The Direct ISA is in place between Putnam and Employers listed below allows Putnam receive exchanges, transfers, and rollovers contributions within the respective employer's 403(b) plan.
Please note: Putnam has an Umbrella CCC ISA in place, however that only applies to CCC Full Service Clients and allow for exchanges and transfers to all Umbrella CCC ISA vendors. However, the Employers appearing below sponsor a Selected Vendor 403(b) Plan, which only allow for exchanges, transfers, and rollovers contribution to a select list of vendors, including Putnam.
Click the link below to access the Putnam Direct ISA:
Page Last Modified: 10/28/2015 4:46:30 PM