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Primerica Shareholder Services
(aka: Primerica Shareholder Services (formerly known as PFS Investments))
Vendor General Information

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

Primerica Shareholder Services (aka: Primerica Shareholder Services (formerly known as PFS Investments)) - General Status

Primerica Shareholder Services (formerly known as PFS Investments) has not yet posted a company statement or 403(b) market status update at this time.

Primerica Shareholder Services (aka: Primerica Shareholder Services (formerly known as PFS Investments)) Web Homepage

Primerica Shareholder Services (formerly known as PFS Investments) Homepage may be accessed here .

Product Information

Click the link(s) below for information on Primerica Shareholder Services (formerly known as PFS Investments) investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Primerica Shareholder Services (formerly known as PFS Investments) accounts:

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403(b) Investment Options

Primerica Shareholder Services (formerly known as PFS Investments) 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

Primerica Shareholder Services (formerly known as PFS Investments) does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Primerica Shareholder Services (formerly known as PFS Investments) are marketed using the following approaches:

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Helpful Employee Resources

Primerica Shareholder Services (formerly known as PFS Investments) 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 Primerica Shareholder Services (formerly known as PFS Investments) 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 Primerica Shareholder Services (formerly known as PFS Investments), please visit our General Primerica Shareholder Services 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

Primerica Shareholder Services (formerly known as PFS Investments) has not provided copies of or links to any Vendor Forms. Please contact Primerica Shareholder Services (formerly known as PFS Investments) to request any forms you might need.

 

Employers for which Primerica Shareholder Services (aka: Primerica Shareholder Services (formerly known as PFS Investments)) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans Primerica Shareholder Services (formerly known as PFS Investments) holds an Active Payroll Slot:

Important: The list below represents those Employers in whose 403(b) Plans Primerica Shareholder Services (formerly known as PFS Investments) holds an Inactive Payroll Slot:

Employers for which Primerica Shareholder Services (formerly known as PFS Investments) is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Primerica Shareholder Services (formerly known as PFS Investments) is eligible to receive exchanges, transfers, and rollover contributions because Primerica Shareholder Services (formerly known as PFS Investments) has signed CCC's Umbrella Information Sharing Agreement:

Employers for which Primerica Shareholder Services (formerly known as PFS Investments) 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 Primerica Shareholder Services (formerly known as PFS Investments) is classified as an Orphaned Vendor:

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Employers for which Primerica Shareholder Services (formerly known as PFS Investments) 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 Primerica Shareholder Services (formerly known as PFS Investments) is a Deselected Vendor.

Employers for which Primerica Shareholder Services (formerly known as PFS Investments) is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans Primerica Shareholder Services (formerly known as PFS Investments) is classified as a Grandfathered Contribution Vendor:

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Important: The list below represents those Employers in whose 403(b) Plans Primerica Shareholder Services (formerly known as PFS Investments) is classified as a Grandfathered Exchange Vendor:

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