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Edward Jones
(aka: Edward Jones)
Vendor General Information

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

Edward Jones (aka: Edward Jones) - General Status

Edward Jones has not yet posted a company statement or 403(b) market status update at this time.

Edward Jones (aka: Edward Jones) Web Homepage

Edward Jones has NOT provided any link to its home office webpage at this time.

Product Information

Click the link(s) below for information on Edward Jones investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Edward Jones accounts:

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403(b) Investment Options

Edward Jones offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

Edward Jones does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Edward Jones are marketed using the following approaches:

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Helpful Employee Resources

Edward Jones 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 Edward Jones 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 Edward Jones, please visit our General Edward Jones 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

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

 

Employers for which Edward Jones (aka: Edward Jones) is Eligible to Receive Contributions

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

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

Employers for which Edward Jones is Eligible to Receive Exchanges, Transfers, and Rollovers

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

Employers for which Edward Jones 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 Edward Jones is classified as an Orphaned Vendor:

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Employers for which Edward Jones 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 Edward Jones is a Deselected Vendor.

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Employers for which Edward Jones is a Grandfathered Vendor

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

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

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