Carruth Compliance Consulting

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

Skip Navigation Links.

St Helens School District

Lord Abbett

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

General Status

Lord Abbett will not be signing any third party administrator ISA's. CCC has Lord Abbett's ISA on file (PDF).

Landing Pages

Product and Fee Information

Click the link(s) below for information on Lord Abbett products:

Marketing Information

Investment products of Lord Abbett are marketed using the following approaches:

Helpful Employee Resources

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

  • Lord Abbett Calculators

    St Helens Plan Number

    When contacting Lord Abbett to open an account, please reference Plan Number: 8001404

    St Helens 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.

    • 403(b) Customer Service (Participants and Plan Sponsors) - 888-522-2388 (8:30am - 6pm EST)

    Investment Options

    Lord Abbett offers the following type(s) of investment option:

    • 403(b)(7) Custodial Mutual Funds (Load)
    • 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)

    Roth 403(b) Contribution Policy

    Lord Abbett 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.

    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 Lord Abbett to request your form.