Mainstay Funds (aka: Mainstay Funds) - General Status
Mainstay is exiting the 403(b) market and will not accept contributions after 12/1/08. This vendor will maintain existing accounts. Mainstay provided a notice to participants along with the quarterly statements mailing on 9/30/08.
CCC has learned that certain contributions to New York Life Insurance Company Payroll Slots have actually been deposited to Mainstay Funds accounts, so such remittances after 12/1/2008 have been returned to the Employer. See FAQ by Employers for how to handle these returned checks.
Mainstay Funds has provided this PDF documentation: View / Download
Mainstay Funds (aka: Mainstay Funds) Web Homepage
Mainstay Funds Homepage may be accessed here .
Click the link(s) below for information on Mainstay Funds investment products:
Click the link(s) below for information on the fees associated with Mainstay Funds accounts:
403(b) Investment Options
Mainstay Funds offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
Mainstay Funds does NOT accept Roth 403(b) contributions.
Investment products of Mainstay Funds are marketed using the following approaches:
- End of List Declared by Mainstay Funds
Helpful Employee Resources
Mainstay Funds 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 Mainstay Funds 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 Mainstay Funds, please visit our General Mainstay Funds 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.
Mainstay Funds (aka: Mainstay Funds) - Walla Walla Public Schools Status
If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.
11-13-08 Mainstay is vacating the 403(b) market after Oct 31, 2008 payroll.
Mainstay Funds Plan Number
When contacting Mainstay Funds or its local contacts, have ready your Walla Walla Public Schools - Mainstay Funds PLAN OR GROUP NUMBER: To Be Determined
Walla Walla Public Schools EIN
When contacting Mainstay Funds or its local contacts, you may require the Walla Walla Public Schools EIN: 916015450
Walla Walla Public Schools 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 Mainstay Funds on Walla Walla Public Schools list of authorized vendors.
Request Additional Information from Mainstay Funds
Contact Mainstay Funds directly if you have additional questions about Mainstay Funds products or services.
Information Sharing Agreement, If Applicable
Mainstay Funds has NOT signed any Direct Information Sharing Agreement with Walla Walla Public Schools or any Umbrella Information Sharing Agreement with CCC. Consequently, Mainstay Funds is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Walla Walla Public Schools 403(b) accounts.
Employer Minimum Contribution
Walla Walla Public Schools
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
Mainstay Funds has supplied the following forms which may be PDFs or online submittals:
Please contact Mainstay Funds to request any other type of forms you might need.
Walla Walla Public Schools Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Walla Walla Public Schools 403(b) Plan and much more on the Walla Walla Public Schools Information Page, available by clicking here.