Putnam Investments (aka: Putnam) - General Status
Putnam plans to continue its involvement in the 403(b) market.
Putnam Investments (aka: Putnam) Web Homepage
Putnam has NOT provided any link to its home office webpage at this time.
Product Information
Click the link(s) below for information on Putnam investment products:
Fee Information
Click the link(s) below for information on the fees associated with Putnam accounts:
403(b) Investment Options
Putnam offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
Putnam does NOT accept Roth 403(b) contributions.
Marketing Information
Investment products of Putnam are marketed using the following approaches:
- End of List Declared by Putnam
Helpful Employee Resources
Putnam 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 Putnam 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 Putnam, please visit our General Putnam Investments 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.
|
|
Putnam Investments (aka: Putnam) - Kennewick Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
Putnam Investments Plan Number
When contacting Putnam or its local contacts, have ready your Kennewick - Putnam Investments GROUP NUMBER: To Be Determined
Kennewick EIN
When contacting Putnam or its local contacts, you may require the Kennewick EIN: 916001557
Kennewick 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 Putnam on Kennewick list of authorized vendors.
Request Additional Information from Putnam Investments
Putnam has not a "contact us" link. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
Putnam Investments 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 Kennewick 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
Kennewick
requires a minimum monthly contribution of $25.00. Some Vendors may require minimum amounts higher than this while others may not (see below).
Vendor Minimum Contribution
Putnam Investments
does not require any monthly contribution amount
.
Vendor Forms and Online Submissions LinksPutnam has not provided copies of or links to any Vendor Forms. Please contact Putnam to request any forms you might need.
Kennewick Vendor Information PageInformation concerning the contribution types, catch-ups, transactions allowed under the Kennewick 403(b) Plan and much more on the Kennewick Information Page, available by clicking here.
|