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Finley School District

The Vanguard Group (administered by Newport Trust)

This Vendor Page has not been approved by The Vanguard Group (administered by Newport Trust),
but the information provided should be useful to you.

The Vanguard Group (administered by Newport Trust) - General Status

Vanguard 403(b) products are serviced by Newport Trust as of 11/3/2017. Please note that the website addresses and phone numbers for Vanguard 403(b) accountholders were updated. Please refer to the phone numbers and links provided on this page.

The Vanguard Group (administered by Newport Trust) Web Homepage

Vanguard (administered by Newport Trust) Homepage may be accessed here .

Product Information

Click the link(s) below for information on Vanguard (administered by Newport Trust) investment products:

Fee Information

Click the link(s) below for information on the fees associated with Vanguard (administered by Newport Trust) accounts:

403(b) Investment Options

Vanguard (administered by Newport Trust) offers the following type(s) of 403(b) investment option:

  • 403(b)(7) Custodial Mutual Funds (No-Load)
  • End of List

Roth 403(b) Contribution Policy

Vanguard (administered by Newport Trust) 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 Vanguard (administered by Newport Trust) are marketed using the following approaches:

Helpful Employee Resources

Vanguard (administered by Newport 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 Vanguard (administered by Newport 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 Vanguard (administered by Newport Trust), please visit our General The Vanguard Group (administered by Newport 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.

 

The Vanguard Group (administered by Newport Trust) - Finley School District Status

If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

The Vanguard Group (administered by Newport Trust) Plan Number

When contacting Vanguard (administered by Newport Trust) or its local contacts, have ready your Finley School District - The Vanguard Group (administered by Newport Trust) PLAN OR GROUP NUMBER: V10147124

Finley School District EIN

When contacting Vanguard (administered by Newport Trust) or its local contacts, you may require the Finley School District EIN: 916001572

Finley School District Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Vanguard (administered by Newport Trust) on Finley School District list of authorized vendors.

Request Additional Information from The Vanguard Group (administered by Newport Trust)

Contact Vanguard (administered by Newport Trust) directly if you have additional questions about Vanguard (administered by Newport Trust) products or services.

Information Sharing Agreement, If Applicable

The Vanguard Group (administered by Newport Trust) has signed a Direct Information Sharing Agreement with Finley School District and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Finley School District 403(b) accounts. You may view that Signed Document here: Direct-ISA (pdf).

Employer Minimum Contribution

Finley School District does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

The Vanguard Group (administered by Newport Trust) does not require any monthly contribution amount .

Finley School District Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Finley School District 403(b) Plan and much more on the Finley School District Information Page, available by clicking here.