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Clackamas Community College

Davis Funds

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

General Status

Davis Funds will continue in the 403(b) market in 2009. They are currently reviewing the IRS regulation and have not yet made any decision to change their 403(b) accounts. Davis Funds has their own ISA .

Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of Davis Funds are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

 

Clackamas CC Plan Number

When contacting Davis Funds to open an account, please reference Plan Number: To Be Determined

Clackamas CC Local Contacts

The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

Investment Options

Davis Funds offers the following type(s) of investment option:

Roth 403(b) Contribution Policy

Davis Funds does NOT accept Roth 403(b) contributions.

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Davis Funds to request your form.