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Foresters Financial (formerly First Investors Corporation)
(aka: Foresters Financial (formerly First Investors))
Vendor General Information

Foresters Financial (formerly First Investors Corporation) (aka: Foresters Financial (formerly First Investors)) - General Status

Foresters Financial (formerly First Investors) has not yet posted a company statement or 403(b) market status update at this time.

Foresters Financial (formerly First Investors Corporation) (aka: Foresters Financial (formerly First Investors)) Web Homepage

Foresters Financial (formerly First Investors) Homepage may be accessed here .

Product Information

Click the link(s) below for information on Foresters Financial (formerly First Investors) investment products:

Fee Information

Click the link(s) below for information on the fees associated with Foresters Financial (formerly First Investors) accounts:

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403(b) Investment Options

Foresters Financial (formerly First Investors) offers the following type(s) of 403(b) investment option:

  • 403(b)(7) Custodial Mutual Funds (Load)
  • 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
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Roth 403(b) Contribution Policy

Foresters Financial (formerly First Investors) accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.

Marketing Information

Investment products of Foresters Financial (formerly First Investors) are marketed using the following approaches:

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Helpful Employee Resources

Foresters Financial (formerly First Investors) provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Foresters Financial (formerly First Investors), please visit our General Foresters Financial (formerly First Investors Corporation) 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

Foresters Financial (formerly First Investors Corporation) has supplied the following forms which may be PDFs or online submittals:

Please contact Foresters Financial (formerly First Investors) to request any other type of forms you might need.

 

Employers for which Foresters Financial (formerly First Investors Corporation) (aka: Foresters Financial (formerly First Investors)) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans Foresters Financial (formerly First Investors) holds an Active Payroll Slot:

Important: The list below represents those Employers in whose 403(b) Plans Foresters Financial (formerly First Investors) holds an Inactive Payroll Slot:

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Employers for which Foresters Financial (formerly First Investors) is Eligible to Receive Exchanges, Transfers, and Rollovers

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

Employers for which Foresters Financial (formerly First Investors) 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 Foresters Financial (formerly First Investors) is classified as an Orphaned Vendor:

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Employers for which Foresters Financial (formerly First Investors) 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 Foresters Financial (formerly First Investors) is a Deselected Vendor.

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Employers for which Foresters Financial (formerly First Investors) is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans Foresters Financial (formerly First Investors) is classified as a Grandfathered Contribution Vendor:

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Important: The list below represents those Employers in whose 403(b) Plans Foresters Financial (formerly First Investors) is classified as a Grandfathered Exchange Vendor:

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