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Gresham-Barlow School District

Massachusetts Financial Services
(aka: Massachusetts Financial)

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

Massachusetts Financial Services (aka: Massachusetts Financial) - General Status

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

Massachusetts Financial Services (aka: Massachusetts Financial) Web Homepage

Massachusetts Financial Homepage may be accessed here .

Product Information

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

  • End of List

Fee Information

Click the link(s) below for information on the fees associated with Massachusetts Financial accounts:

  • End of List

403(b) Investment Options

Massachusetts Financial offers the following type(s) of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

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

Marketing Information

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

  • End of List Declared by Massachusetts Financial

Helpful Employee Resources

Massachusetts Financial 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 Massachusetts Financial 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 Massachusetts Financial, please visit our General Massachusetts Financial Services 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.

 

Massachusetts Financial Services (aka: Massachusetts Financial) - Gresham-Barlow Status

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

Massachusetts Financial Services Plan Number

When contacting Massachusetts Financial or its local contacts, have ready your Gresham-Barlow - Massachusetts Financial Services GROUP NUMBER: To Be Determined

Gresham-Barlow EIN

When contacting Massachusetts Financial or its local contacts, you may require the Gresham-Barlow EIN: 936000831

Gresham-Barlow 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 Massachusetts Financial on Gresham-Barlow list of authorized vendors.

Request Additional Information from Massachusetts Financial Services

Contact Massachusetts Financial directly if you have additional questions about Massachusetts Financial products or services.

Information Sharing Agreement, If Applicable

Massachusetts Financial Services has NOT signed any Direct Information Sharing Agreement with Gresham-Barlow or any Umbrella Information Sharing Agreement with CCC. Consequently, Massachusetts Financial is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Gresham-Barlow 403(b) accounts.

Employer Minimum Contribution

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

Vendor Minimum Contribution

Massachusetts Financial Services does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

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

Gresham-Barlow Vendor Information Page

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