Carruth Compliance Consulting

     Retirement Readiness      For Employees      For Employers      For Vendors      About Us      Contact Us 

    Login   
Skip Navigation Links.



Umpqua Community College

T. Rowe Price

This Vendor Page has not been approved by T. Rowe Price,
but the information provided should be useful to you.

T. Rowe Price - General Status

T. Rowe Price Landing Pages

Product and Fee Information

Click the link(s) below for information on T. Rowe Price products:

Marketing Information

Investment products of T. Rowe Price are marketed using the following approaches:

Helpful Employee Resources

T. Rowe Price 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 T. Rowe Price 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 T. Rowe Price, please visit our General T. Rowe Price Page.

 

T. Rowe Price Plan Number

When contacting T. Rowe Price or its local contacts, have ready your Umpqua CC - T. Rowe Price PLAN OR GROUP NUMBER: 66162

Umpqua CC 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.

  • Glen Rogers - 800-492-7670

Information Sharing Agreement, If Applicable

T. Rowe Price has signed a Direct Information Sharing Agreement with Umpqua CC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Umpqua CC 403(b) accounts. You may view that Signed Document here: Direct-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

T. Rowe Price does not require any monthly contribution amount .

403(b) Investment Options

T. Rowe Price offers the following type(s) of 403(b) investment option:

  • 403(b)(7) Custodial Mutual Funds (No-Load)
  • 403(b)(7) Custodial Mutual Funds (Load)

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 T. Rowe Price to request your form.