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Resources Trust
(aka: Resources Trust)
Vendor General Information

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

Resources Trust (aka: Resources Trust) - General Status

Resources Trust has not yet posted a company statement or 403(b) market status update at this time.

Resources Trust (aka: Resources Trust) Web Homepage

Resources Trust has NOT provided any link to its home office webpage at this time.

Product Information

Click the link(s) below for information on Resources Trust investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Resources Trust accounts:

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403(b) Investment Options

Resources Trust offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

Resources Trust does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Resources Trust are marketed using the following approaches:

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Helpful Employee Resources

Resources Trust 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 Resources Trust 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 Resources Trust, please visit our General Resources Trust 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

Resources Trust has not provided copies of or links to any Vendor Forms. Please contact Resources Trust to request any forms you might need.

 

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

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

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

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

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

Employers for which Resources Trust 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 Resources Trust is classified as an Orphaned Vendor:

Employers for which Resources Trust 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 Resources Trust is a Deselected Vendor.

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Employers for which Resources Trust is a Grandfathered Vendor

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

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

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