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Philomath School District 17J

The Vanguard Group

This Vendor Page has not been approved by The Vanguard Group,
but the information provided should be useful to you.

The Vanguard Group - General Status

Vanguard 403(b) products are serviced by Newport Trust as of 11/3/2017. Please note that the website addresses and phone numbers for Vanguard 403(b) accountholders were updated. Please refer to the phone numbers and links provided on this page. New enrollees may open an account following the instructions on the Vanguard 403(b) Application Instruction Flyer.

The Vanguard Group Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of Vanguard are marketed using the following approaches:

  • Websites

Helpful Employee Resources

Vanguard 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 Vanguard 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 Vanguard, please visit our General The Vanguard Group Page.

 

Philomath Status

The Vanguard Group has confirmed that the "403(b) (7) Plan Authorization Form" and "Information Sharing Agreement" submitted by Philomath School District has been accepted in its entirety. Therefore, contributions may continue, new Vanguard accounts may be established, and contract exchanges into, plan-to-plan transfers into, and rollover contributions into Vanguard accounts will be allowed indefinitely into the future.

The Vanguard Group Plan Number

When contacting Vanguard or its local contacts, have ready your Philomath - The Vanguard Group PLAN OR GROUP NUMBER: V10061880

Philomath Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

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Vanguard has not provided a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

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

Employer Minimum Contribution

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

Vendor Minimum Contribution

The Vanguard Group does not require any monthly contribution amount .

403(b) Investment Options

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

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

Roth 403(b) Contribution Policy

Vanguard accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.

Philomath Vendor Information Page

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