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Pershing
(aka: Pershing)
Vendor General Information

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

General Status

Pershing currently does not have the ability to associate individual accounts with employer plans, therefore currently does not offer an ISA option that covers plans but rather individual participants accounts. Unfortunately, the lack of plan levelISAs and the inability to offer information on all accounts under a given employer's plan does not meet compliance needs for plan administrative purposes. Until this issue is resolved, no ISAs will be signed for Pershing. Loans are not allowed from Pershing accounts from CCC Client Plans.

Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of Pershing are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

To Be Determined

 

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

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

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

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

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

Employers for which Pershing 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 Pershing is classified as an Orphaned Vendor:

Employers for which Pershing 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 Pershing is a Deselected Vendor.

Employers for which Pershing is a Grandfathered Vendor

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

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

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