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Dain Bosworth / RBC Wealth Management
(aka: Dain Bosworth / RBC Wealth Management)
Vendor General Information

This Vendor Page has not been approved by Dain Bosworth / RBC Wealth Management,
but the information provided should be useful to you.

Dain Bosworth / RBC Wealth Management (aka: Dain Bosworth / RBC Wealth Management) - General Status

RBC Wealth Management will not be involved in the 403(b) market as of 2009. RBC will not accept any new contributions to existing accounts and will not open new 403(b) accounts. Existing accounts will continue to be managed by RBC Wealth Management. Information reflecting these changes will be mailed to existing clients the week of October 27 2008

Dain Bosworth / RBC Wealth Management has provided this PDF documentation: View / Download

Dain Bosworth / RBC Wealth Management (aka: Dain Bosworth / RBC Wealth Management) Web Homepage

Dain Bosworth / RBC Wealth Management Homepage may be accessed here .

Product Information

Click the link(s) below for information on Dain Bosworth / RBC Wealth Management investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Dain Bosworth / RBC Wealth Management accounts:

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403(b) Investment Options

Dain Bosworth / RBC Wealth Management offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

Dain Bosworth / RBC Wealth Management does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Dain Bosworth / RBC Wealth Management are marketed using the following approaches:

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Helpful Employee Resources

Dain Bosworth / RBC Wealth Management 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 Dain Bosworth / RBC Wealth Management 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 Dain Bosworth / RBC Wealth Management, please visit our General Dain Bosworth / RBC Wealth Management 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

Dain Bosworth / RBC Wealth Management has not provided copies of or links to any Vendor Forms. Please contact Dain Bosworth / RBC Wealth Management to request any forms you might need.

 

Employers for which Dain Bosworth / RBC Wealth Management (aka: Dain Bosworth / RBC Wealth Management) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans Dain Bosworth / RBC Wealth Management holds an Active Payroll Slot:

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Important: The list below represents those Employers in whose 403(b) Plans Dain Bosworth / RBC Wealth Management holds an Inactive Payroll Slot:

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Employers for which Dain Bosworth / RBC Wealth Management is Eligible to Receive Exchanges, Transfers, and Rollovers

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

Employers for which Dain Bosworth / RBC Wealth Management 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 Dain Bosworth / RBC Wealth Management is classified as an Orphaned Vendor:

Employers for which Dain Bosworth / RBC Wealth Management 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 Dain Bosworth / RBC Wealth Management is a Deselected Vendor.

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Employers for which Dain Bosworth / RBC Wealth Management is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans Dain Bosworth / RBC Wealth Management is classified as a Grandfathered Contribution Vendor:

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Important: The list below represents those Employers in whose 403(b) Plans Dain Bosworth / RBC Wealth Management is classified as a Grandfathered Exchange Vendor:

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