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St Helens School District

Lord Abbett
(aka: Lord Abbett)

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

Lord Abbett (aka: Lord Abbett) - General Status

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

Lord Abbett (aka: Lord Abbett) Web Homepage

Lord Abbett Homepage may be accessed here .

Product Information

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

  • End of List

Fee Information

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

  • End of List

403(b) Investment Options

Lord Abbett 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

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.

Marketing Information

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

  • End of List Declared by Lord Abbett

Helpful Employee Resources

Lord Abbett 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 Lord Abbett 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 Lord Abbett, please visit our General Lord Abbett 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.

 

Lord Abbett (aka: Lord Abbett) - St Helens Status

To Be Determined

Lord Abbett Plan Number

When contacting Lord Abbett or its local contacts, have ready your St Helens - Lord Abbett GROUP NUMBER: 8001404

St Helens EIN

When contacting Lord Abbett or its local contacts, you may require the St Helens EIN: 936011087

St Helens 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 Lord Abbett on St Helens list of authorized vendors.

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

Request Additional Information from Lord Abbett

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

Information Sharing Agreement, If Applicable

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

Employer Minimum Contribution

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

Vendor Minimum Contribution

Lord Abbett does not require any monthly contribution amount , and a total minimum annual contribution of $250.00 .

Vendor Forms and Online Submissions Links

Lord Abbett has supplied the following forms which may be PDFs or online submittals:

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

St Helens Vendor Information Page

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