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Clackamas ESD

T. Rowe Price
(aka: T. Rowe Price)

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

T. Rowe Price (aka: T. Rowe Price) - General Status

T. Rowe Price plans to have continued involvement in the 403(b) market, and also serves as a 457(b) investment option for some employers.

T. Rowe Price (aka: T. Rowe Price) Web Homepage

T. Rowe Price Homepage may be accessed here .

Product Information

Click the link(s) below for information on T. Rowe Price investment products:

Fee Information

Click the link(s) below for information on the fees associated with T. Rowe Price accounts:

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403(b) Investment Options

T. Rowe Price offers the following type(s) of 403(b) investment option:

  • 403(b)(7) Custodial Mutual Funds (No-Load)
  • 403(b)(7) Custodial Mutual Funds (Load)
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Roth 403(b) Contribution Policy

T. Rowe Price does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of T. Rowe Price are marketed using the following approaches:

  • End of List Declared by T. Rowe Price

Helpful Employee Resources

T. Rowe Price provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning. T. Rowe Price also provides an online Social Security Evaluator on its website.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with T. Rowe Price, please visit our General T. Rowe Price 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.

 

T. Rowe Price (aka: T. Rowe Price) - Clackamas ESD Status

To Be Determined

T. Rowe Price Plan Number

When contacting T. Rowe Price or its local contacts, have ready your Clackamas ESD - T. Rowe Price GROUP NUMBER: 000105735

Clackamas ESD EIN

When contacting T. Rowe Price or its local contacts, you may require the Clackamas ESD EIN: 936000229

Clackamas ESD 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 T. Rowe Price on Clackamas ESD list of authorized vendors.

Request Additional Information from T. Rowe Price

Contact T. Rowe Price directly if you have additional questions about T. Rowe Price products or services.

Information Sharing Agreement, If Applicable

T. Rowe Price has signed a Direct Information Sharing Agreement with Clackamas ESD and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Clackamas ESD 403(b) accounts. You may view that Signed Document here: Direct-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

T. Rowe Price does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

T. Rowe Price has supplied the following forms which may be PDFs or online submittals:

Please contact T. Rowe Price to request any other type of forms you might need.

Clackamas ESD Vendor Information Page

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