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United Heritage
(aka: United Heritage)
Vendor General Information

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

United Heritage (aka: United Heritage) - General Status

United Heritage has not been involved in the 403(B) business since the last few years. They will not be accepting any contributions to existing accounts. They will be sending documentation shortly. CCC will post information about the general status of United Heritage as soon as possible. Vendor Page Information

United Heritage (aka: United Heritage) Web Homepage

United Heritage has NOT provided any link to its home office webpage at this time.

Product Information

Click the link(s) below for information on United Heritage investment products:

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Fee Information

Click the link(s) below for information on the fees associated with United Heritage accounts:

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403(b) Investment Options

United Heritage offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

United Heritage does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of United Heritage are marketed using the following approaches:

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Helpful Employee Resources

United Heritage 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 United Heritage 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 United Heritage, please visit our General United Heritage 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.

Vendor Forms and Online Submissions Links

United Heritage has not provided copies of or links to any Vendor Forms. Please contact United Heritage to request any forms you might need.

 

Employers for which United Heritage (aka: United Heritage) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans United Heritage holds an Active Payroll Slot:

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Important: The list below represents those Employers in whose 403(b) Plans United Heritage holds an Inactive Payroll Slot:

Employers for which United Heritage is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans United Heritage is eligible to receive exchanges, transfers, and rollover contributions because United Heritage has signed a Direct Information Sharing Agreement with Employers in this list:

Employers for which United Heritage is an Orphaned Vendor

An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans United Heritage is classified as an Orphaned Vendor:

Employers for which United Heritage is a Deselected Vendor

Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where United Heritage is a Deselected Vendor.

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Employers for which United Heritage is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans United Heritage is classified as a Grandfathered Contribution Vendor:

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Important: The list below represents those Employers in whose 403(b) Plans United Heritage is classified as a Grandfathered Exchange Vendor:

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