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Parkrose School District

Ameriprise Financial
(aka: Ameriprise)

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

Ameriprise Financial (aka: Ameriprise) - General Status

Ameriprise Financial has entered into a CCC Umbrella Information Sharing Agreement.

Ameriprise Financial (aka: Ameriprise) Web Homepage

Ameriprise Homepage may be accessed here .

Product Information

Click the link(s) below for information on Ameriprise investment products:

Fee Information

Click the link(s) below for information on the fees associated with Ameriprise accounts:

  • End of List

403(b) Investment Options

Ameriprise offers the following type(s) of 403(b) investment option:

  • Variable Annuities with a Fixed Account
  • 403(b)(7) Custodial Mutual Funds (Load)
  • 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
  • End of List

Roth 403(b) Contribution Policy

Ameriprise does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Ameriprise are marketed using the following approaches:

  • End of List Declared by Ameriprise

Helpful Employee Resources

Ameriprise 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 Ameriprise, please visit our General Ameriprise 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.

 

Ameriprise Financial (aka: Ameriprise) - Parkrose School District Status

To Be Determined

Ameriprise Financial Plan Number

When contacting Ameriprise or its local contacts, have ready your Parkrose School District - Ameriprise Financial GROUP NUMBER: 204012546001

Parkrose School District EIN

When contacting Ameriprise or its local contacts, you may require the Parkrose School District EIN: 936000833

Parkrose School District 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 Ameriprise on Parkrose School District list of authorized vendors.

Request Additional Information from Ameriprise Financial

Contact Ameriprise directly if you have additional questions about Ameriprise products or services.

Information Sharing Agreement, If Applicable

Ameriprise 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 Parkrose School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Parkrose School District does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Ameriprise Financial does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

Ameriprise Financial has supplied the following forms which may be PDFs or online submittals:

Please contact Ameriprise to request any other type of forms you might need.

Parkrose School District Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Parkrose School District 403(b) Plan and much more on the Parkrose School District Information Page, available by clicking here.