Carruth Compliance Consulting

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Gresham-Barlow School District

Massachusetts Financial Services

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

General Status

Massachusetts Financial Services plans to have continued involvement in the 403(b) market. Massachusetts Financial Service is currently reviewing CCC's ISA.

Landing Pages

Product and Fee Information

Click the link(s) below for information on Massachusetts Financial products:

Marketing Information

Investment products of Massachusetts Financial are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:


Gresham-Barlow Status

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

Gresham-Barlow Plan Number

When contacting Massachusetts Financial to open an account, please reference Plan Number: To Be Determined

Gresham-Barlow Local Contacts

The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

Investment Options

Massachusetts Financial offers the following type(s) of investment option:

Roth 403(b) Contribution Policy

Massachusetts Financial does NOT accept Roth 403(b) contributions.

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Massachusetts Financial to request your form.