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Dean Whitter
(aka: Dean Whitter)
Vendor General Information

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

Dean Whitter - General Status

Dean Whitter Landing Pages

Product and Fee Information

Click the link(s) below for information on Dean Whitter products:

Marketing Information

Investment products of Dean Whitter are marketed using the following approaches:

Helpful Employee Resources

Dean Whitter 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 Dean Whitter 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 Dean Whitter, please visit our General Dean Whitter Page.

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Dean Whitter to request your form.

 

Employers for which Dean Whitter (aka: Dean Whitter) is Eligible to Receive Contributions

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

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

  • End of List

Employers for which Dean Whitter is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Dean Whitter is eligible to receive exchanges, transfers, and rollover contributions because Dean Whitter has signed

Employers for which Dean Whitter 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 Dean Whitter is classified as an Orphaned Vendor:

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Employers for which Dean Whitter 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 Dean Whitter is a Deselected Vendor.

  • End of List

Employers for which Dean Whitter is a Grandfathered Vendor

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

  • End of List

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

  • End of List