- General Status
Delaware Investments will not continue in the 403(b) market as of 2009. They will continue to accept contributions into existing accounts until the end of 2008. Delaware Investments will assist existing clients in redeeming or transferring existing accounts. Information about Delaware Investments 403(b) changes have been mailed to clients.
Delaware Investments has provided this PDF documentation: View / Download
Delaware Investments Homepage may be accessed here .
Click the link(s) below for information on Delaware Investments investment products:
Click the link(s) below for information on the fees associated with Delaware Investments accounts:
403(b) Investment Options
Delaware Investments offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
Delaware Investments does NOT accept Roth 403(b) contributions.
Investment products of Delaware Investments are marketed using the following approaches:
- End of List Declared by Delaware Investments
Helpful Employee Resources
Delaware Investments 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 Delaware Investments 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 Delaware Investments, please visit our General Delaware 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.
- St Helens Status
To Be Determined
Delaware Investments Plan Number
When contacting Delaware Investments or its local contacts, have ready your St Helens - Delaware Investments PLAN OR GROUP NUMBER: To Be Determined
St Helens EIN
When contacting Delaware Investments or its local contacts, you may require the St Helens EIN: 936011087
St Helens 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 Delaware Investments on St Helens list of authorized vendors.
Request Additional Information from Delaware Investments
Contact Delaware Investments directly if you have additional questions about Delaware Investments products or services.
Information Sharing Agreement, If Applicable
Delaware Investments has NOT signed any Direct Information Sharing Agreement with St Helens or any Umbrella Information Sharing Agreement with CCC. Consequently, Delaware Investments is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into St Helens 403(b) accounts.
Employer Minimum Contribution
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
does not require any monthly contribution amount
Vendor Forms and Online Submissions Links
Delaware Investments has not provided copies of or links to any Vendor Forms. Please contact Delaware Investments to request any forms you might need.
St Helens Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the St Helens 403(b) Plan and much more on the St Helens Information Page, available by clicking here.