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Wells Investment Securities
(aka: Wells Investment Securities)
Vendor General Information

This Vendor Page has not been approved by Wells Investment Securities,
but the information provided should be useful to you.

Landing Pages

Product and Fee Information

Click the link(s) below for information on Wells Investment Securities products:

Marketing Information

Investment products of Wells Investment Securities are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

To Be Determined

 

Employers for which Wells Investment Securities (aka: Wells Investment Securities) is Eligible to Receive Contributions

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

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

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Employers for which Wells Investment Securities is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Wells Investment Securities is eligible to receive exchanges, transfers, and rollover contributions because Wells Investment Securities has signed CCC's Umbrella Information Sharing Agreement:

Employers for which Wells Investment Securities 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 Wells Investment Securities is classified as an Orphaned Vendor:

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Employers for which Wells Investment Securities 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 Wells Investment Securities is a Deselected Vendor.

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Employers for which Wells Investment Securities is a Grandfathered Vendor

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

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

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