Thrivent Investment Management Inc
- General Status
Thrivent has signed an Umbrella Information Sharing Agreement with CCC.
Thrivent Investment Management Inc
Web Homepage
Thrivent Investment Management Homepage may be accessed here .
Product Information
Click the link(s) below for information on Thrivent Investment Management investment products:
Fee Information
Click the link(s) below for information on the fees associated with Thrivent Investment Management accounts:
403(b) Investment Options
Thrivent Investment Management 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 Investment Management does NOT accept Roth 403(b) contributions.
Marketing Information
Investment products of Thrivent Investment Management 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
- End of List Declared by Thrivent Investment Management
Helpful Employee Resources
Thrivent Investment Management 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 Investment Management 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 Investment Management, please visit our General Thrivent Investment Management Inc 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.
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Thrivent Investment Management Inc
- Philomath School District Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
Thrivent Investment Management Inc Plan Number
When contacting Thrivent Investment Management or its local contacts, have ready your Philomath School District - Thrivent Investment Management Inc PLAN OR GROUP NUMBER: To Be Determined
Philomath School District EIN
When contacting Thrivent Investment Management or its local contacts, you may require the Philomath School District EIN: 936000208
Philomath School District 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 Investment Management on Philomath School District list of authorized vendors.
Request Additional Information from Thrivent Investment Management Inc
Contact Thrivent Investment Management directly if you have additional questions about Thrivent Investment Management products or services.
Information Sharing Agreement, If Applicable
Thrivent Investment Management Inc 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 Philomath School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
Philomath School District
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
Thrivent Investment Management Inc
does not require any monthly contribution amount
, and a total minimum annual contribution of $200.00
.
Vendor Forms and Online Submissions LinksThrivent Investment Management Inc has supplied the following forms which may be PDFs or online submittals:
Please contact Thrivent Investment Management to request any other type of forms you might need.
Philomath School District Vendor Information PageInformation concerning the contribution types, catch-ups, transactions allowed under the Philomath School District 403(b) Plan and much more on the Philomath School District Information Page, available by clicking here.
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