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St Helens School District

Delaware Investments

This Vendor Page has not been approved by Delaware Investments,
but the information provided should be useful to you.

Delaware Investments - 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 Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of Delaware Investments are marketed using the following approaches:

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.

 

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

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

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

Vendor Minimum Contribution

Delaware Investments does not require any monthly contribution amount .

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.

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.