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Delaware Investments
(aka: Delaware Investments)
Vendor General Information

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

Delaware Investments (aka: Delaware Investments) - General Status

Delaware Investments will not continue in the 403(b) market as of 2009. They will continue to accept contributions into existing accounts until the end of 2008. Delaware Investments will assist existing clients in redeeming or transferring existing accounts. Information about Delaware Investments 403(b) changes have been mailed to clients.

Delaware Investments has provided this PDF documentation: View / Download

Delaware Investments (aka: Delaware Investments) Web Homepage

Delaware Investments Homepage may be accessed here .

Product Information

Click the link(s) below for information on Delaware Investments investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Delaware Investments accounts:

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403(b) Investment Options

Delaware Investments offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

Delaware Investments does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Delaware Investments are marketed using the following approaches:

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Helpful Employee Resources

Delaware Investments 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 Delaware Investments 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 Delaware Investments, please visit our General Delaware Investments 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

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

 

Employers for which Delaware Investments (aka: Delaware Investments) is Eligible to Receive Contributions

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

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

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Employers for which Delaware Investments is Eligible to Receive Exchanges, Transfers, and Rollovers

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

Employers for which Delaware Investments 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 Delaware Investments is classified as an Orphaned Vendor:

Employers for which Delaware Investments 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 Delaware Investments is a Deselected Vendor.

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Employers for which Delaware Investments is a Grandfathered Vendor

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

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

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