- General Status
Foresters Financial has not yet posted a company statement or 403(b) market status update at this time.
Foresters Financial Homepage may be accessed here .
Click the link(s) below for information on Foresters Financial investment products:
Click the link(s) below for information on the fees associated with Foresters Financial accounts:
403(b) Investment Options
Foresters Financial offers the following type(s) of 403(b) investment option:
- 403(b)(7) Custodial Mutual Funds (Load)
- 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
- End of List
Roth 403(b) Contribution Policy
Foresters Financial accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.
Investment products of Foresters Financial are marketed using the following approaches:
- End of List Declared by Foresters Financial
Helpful Employee Resources
Foresters Financial provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with Foresters Financial, please visit our General Foresters Financial 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.
- Jefferson Status
To Be Determined
Foresters Financial Plan Number
When contacting Foresters Financial or its local contacts, have ready your Jefferson - Foresters Financial PLAN OR GROUP NUMBER: B250028
When contacting Foresters Financial or its local contacts, you may require the Jefferson EIN: 936000758
Jefferson 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 Foresters Financial on Jefferson list of authorized vendors.
Request Additional Information from Foresters Financial
Contact Foresters Financial directly if you have additional questions about Foresters Financial products or services.
Information Sharing Agreement, If Applicable
Foresters Financial has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Jefferson 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
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
Foresters Financial has supplied the following forms which may be PDFs or online submittals:
Please contact Foresters Financial to request any other type of forms you might need.
Jefferson Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Jefferson 403(b) Plan and much more on the Jefferson Information Page, available by clicking here.