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Portland Community College

Thrivent Financial Mutual Funds - General Status

Thrivent has signed an Umbrella Information Sharing Agreement with CCC.

Thrivent Financial Mutual Funds Web Homepage

Thrivent Mutual Funds Homepage may be accessed here .

Product Information

Click the link(s) below for information on Thrivent Mutual Funds investment products:

Fee Information

Click the link(s) below for information on the fees associated with Thrivent Mutual Funds accounts:

403(b) Investment Options

Thrivent Mutual Funds offers the following type(s) of 403(b) investment option:

  • 403(b)(7) Custodial Mutual Funds (Load)
  • End of List

Roth 403(b) Contribution Policy

Thrivent Mutual Funds does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Thrivent Mutual Funds are marketed using the following approaches:

  • Agents Who Are Contracted with the Vendor
  • Regional or Central Office Employees
  • Seminars, Meetings, and/or Brochure Distribution
  • Websites

Helpful Employee Resources

Thrivent Mutual Funds 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 Thrivent Mutual Funds 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 Thrivent Mutual Funds, please visit our General Thrivent Financial Mutual Funds 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.

 

Thrivent Financial Mutual Funds - PCC Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

Thrivent Financial Mutual Funds Plan Number

When contacting Thrivent Mutual Funds or its local contacts, have ready your PCC - Thrivent Financial Mutual Funds PLAN OR GROUP NUMBER: To Be Determined

PCC EIN

When contacting Thrivent Mutual Funds or its local contacts, you may require the PCC EIN: 930575187

PCC 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 Thrivent Mutual Funds on PCC list of authorized vendors.

Request Additional Information from Thrivent Financial Mutual Funds

Contact Thrivent Mutual Funds directly if you have additional questions about Thrivent Mutual Funds products or services.

Information Sharing Agreement, If Applicable

Thrivent Financial Mutual Funds has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into PCC 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

Thrivent Financial Mutual Funds does not require any monthly contribution amount , and a total minimum annual contribution of $200.00 .

Vendor Forms and Online Submissions Links

The following forms which may be PDFs or online submittals:

Please contact Thrivent Mutual Funds to request any other type of forms you might need.

PCC Vendor Information Page

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