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Lord Abbett
(aka: Lord Abbett)
Vendor General Information

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

Lord Abbett (aka: Lord Abbett) - General Status

Lord Abbett will not be signing any third party administrator ISA's. CCC has Lord Abbett's ISA on file (PDF).

Lord Abbett (aka: Lord Abbett) Web Homepage

Lord Abbett Homepage may be accessed here .

Product Information

Click the link(s) below for information on Lord Abbett investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Lord Abbett accounts:

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403(b) Investment Options

Lord Abbett 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

Lord Abbett 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 Lord Abbett are marketed using the following approaches:

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Helpful Employee Resources

Lord Abbett 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 Lord Abbett 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 Lord Abbett, please visit our General Lord Abbett 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

Lord Abbett has supplied the following forms which may be PDFs or online submittals:

Please contact Lord Abbett to request any other type of forms you might need.

 

Employers for which Lord Abbett (aka: Lord Abbett) is Eligible to Receive Contributions

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

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

Employers for which Lord Abbett is Eligible to Receive Exchanges, Transfers, and Rollovers

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

Employers for which Lord Abbett 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 Lord Abbett is classified as an Orphaned Vendor:

Employers for which Lord Abbett 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 Lord Abbett is a Deselected Vendor.

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Employers for which Lord Abbett is a Grandfathered Vendor

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

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

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