Invesco Aim Distributors, Inc. (aka: AIM-Invesco) - General Status
TRANSACTION PROCESSING ALERT: AIM-Invesco will not accept CCC signatures on transaction documents unless the corresponding Employer has provided AIM-Invesco with certification that CCC serves as TPA for the Employer's 403(b) Plan. The following Employers have provided a letter to AIM-Invesco indicating CCC may sign on behalf of their 403(b) plans: Beaverton School District, Corvallis School District, Forest Grove School District, Greater Albany Public Schools (aka GAPS), and Silver Falls School District. Please note that if your Employer does not have a letter on file with this vendor the processing of your transaction may be delayed while the proper authorizations are obtained.
As of Sept. 1 2008 AIM-Invesco stopped accepting new 403 (b) custodial account applications and on Dec. 31 2008 this vendor stopped accepting contributions or transfers to existing AIM-Invesco 403(b) custodial accounts. AIM-Invesco will continue to maintain and service existing 403(b) custodial accounts and is amending its 403(b) custodial agreement accordingly to reflect the changes. Participants are not required to close or transfer assets from their AIM-Invesco 403(b) accounts.
AIM-Invesco has provided this PDF documentation: View / Download
Invesco Aim Distributors, Inc. (aka: AIM-Invesco) Web Homepage
AIM-Invesco Homepage may be accessed here .
Click the link(s) below for information on AIM-Invesco investment products:
Click the link(s) below for information on the fees associated with AIM-Invesco accounts:
403(b) Investment Options
AIM-Invesco offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
AIM-Invesco does NOT accept Roth 403(b) contributions.
Investment products of AIM-Invesco are marketed using the following approaches:
- End of List Declared by AIM-Invesco
Helpful Employee Resources
AIM-Invesco 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 AIM-Invesco 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 AIM-Invesco, please visit our General Invesco Aim Distributors, Inc. 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
Invesco Aim Distributors, Inc. has supplied the following forms which may be PDFs or online submittals:
Please contact AIM-Invesco to request any other type of forms you might need.
Employers for which Invesco Aim Distributors, Inc. (aka: AIM-Invesco) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans AIM-Invesco holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans AIM-Invesco holds an Inactive Payroll Slot:
Employers for which AIM-Invesco is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans AIM-Invesco is eligible to receive exchanges, transfers, and rollover contributions because AIM-Invesco has signed
a Direct Information Sharing Agreement with Employers in this list:
Employers for which AIM-Invesco 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 AIM-Invesco is classified as an Orphaned Vendor:
Employers for which AIM-Invesco 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 AIM-Invesco is a Deselected Vendor.
Employers for which AIM-Invesco is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans AIM-Invesco is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans AIM-Invesco is classified as a Grandfathered Exchange Vendor: