Carruth Compliance Consulting

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Bellevue School District

FTC (formerly Waddell & Reed/ Ivy Funds)

General Status

April 2022: The new custodial for this vendor is FTC (Fiduciary Trust Company of New Hampshire, an affiliate of LPL). FTC issued this FAQ, a a participant reference guide,and an account access guide to answer participant questions concerning account access going forward, how to access historical account information if needed, and where participants should call in with questions.

Marketing Approaches

  • Advisors
  • Regional or Central Office Employees
  • Seminars, Meetings, and/or Brochure Distribution
  • Websites


Bellevue SD Plan Number: T0028374, TV028375

Helpful Employee Resources

Online Enrollment


Page Last Modified: 12/6/2018 4:31:18 PM