The Vanguard Group (aka: Vanguard) - General Status
TRANSACTION PROCESSING ALERT:
The Vanguard Group requires original transaction documents be delivered to them via mail. Vanguard does not accept fax copies, secure file exchange over the web, or documents attached to email messages. Completed and signed documents should be sent to the following addresses:
By registered, certified, or overnight mail:
The Vanguard Group
400 Devon Park Drive
Wayne, PA 19087-1815
By U.S. mail:
The Vanguard Group
P.O. Box 1101
Valley Forge, PA 19482-1101
Vanguard can forward employees partially completed Account Application that may be submitted electronically. This can be obtained by calling Vanguard. Please note: Vanguard does NOT require Plan Administrator signature to open 403(b) accounts for this plan.
The Vanguard Group (aka: Vanguard) Web Homepage
Vanguard Homepage may be accessed here .
Click the link(s) below for information on Vanguard investment products:
Click the link(s) below for information on the fees associated with Vanguard accounts:
403(b) Investment Options
Vanguard offers the following type(s) of 403(b) investment option:
- 403(b)(7) Custodial Mutual Funds (No-Load)
- End of List
Roth 403(b) Contribution Policy
Vanguard does NOT accept Roth 403(b) contributions.
Investment products of Vanguard are marketed using the following approaches:
- End of List Declared by Vanguard
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.
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.
The Vanguard Group (aka: Vanguard) - PPS Status
The Vanguard Group has confirmed that the "403(b) (7) Plan Authorization Form" and "Information Sharing Agreement" submitted by Portland Public Schools 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 PPS - The Vanguard Group GROUP NUMBER: 10100690
When contacting Vanguard or its local contacts, you may require the PPS EIN: 936000830
PPS 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 Vanguard on PPS list of authorized vendors.
- 403(b) Customer Service (Participants and Plan Sponsors) - 1-800-962-5068
Request Additional Information from The Vanguard Group
Contact Vanguard directly if you have additional questions about Vanguard products or services.
Information Sharing Agreement, If Applicable
The Vanguard Group has signed a Direct Information Sharing Agreement with PPS and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into PPS 403(b) accounts. You may view that Signed Document here: Direct-ISA (pdf).
Employer Minimum Contribution
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
The Vanguard Group
does not require any monthly contribution amount
Vendor Forms and Online Submissions Links
The Vanguard Group has supplied the following forms which may be PDFs or online submittals:
Please contact Vanguard to request any other type of forms you might need.
PPS Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the PPS 403(b) Plan and much more on the PPS Information Page, available by clicking here.