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Industrial Alliance
(aka: Industrial Alliance Pacific)
Vendor General Information

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

Industrial Alliance (aka: Industrial Alliance Pacific) - General Status

Industrial Alliance Pacific will continue to participate in the 403(b) market in 2009. Industrial Alliance Pacific has signed the CCC Umbrella ISA.

Industrial Alliance (aka: Industrial Alliance Pacific) Web Homepage

Industrial Alliance Pacific Homepage may be accessed here .

Product Information

Click the link(s) below for information on Industrial Alliance Pacific investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Industrial Alliance Pacific accounts:

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403(b) Investment Options

Industrial Alliance Pacific offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

Industrial Alliance Pacific does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Industrial Alliance Pacific are marketed using the following approaches:

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Helpful Employee Resources

Industrial Alliance Pacific 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 Industrial Alliance Pacific 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 Industrial Alliance Pacific, please visit our General Industrial Alliance 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

Industrial Alliance Pacific has not provided copies of or links to any Vendor Forms. Please contact Industrial Alliance Pacific to request any forms you might need.

 

Employers for which Industrial Alliance (aka: Industrial Alliance Pacific) is Eligible to Receive Contributions

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

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

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Employers for which Industrial Alliance Pacific is Eligible to Receive Exchanges, Transfers, and Rollovers

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

Employers for which Industrial Alliance Pacific 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 Industrial Alliance Pacific is classified as an Orphaned Vendor:

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Employers for which Industrial Alliance Pacific 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 Industrial Alliance Pacific is a Deselected Vendor.

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Employers for which Industrial Alliance Pacific is a Grandfathered Vendor

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

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

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