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 .
Click the link(s) below for information on Ameriprise investment products:
Click the link(s) below for information on the fees associated with Ameriprise accounts:
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.
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) - North Wasco Status
Ameriprise Financial is not an active vendor but has been listed here to capture the Vendor Code for the School District. Ameriprise Financial letter dated 2 December 2008
Ameriprise Financial Plan Number
When contacting Ameriprise or its local contacts, have ready your North Wasco - Ameriprise Financial PLAN OR GROUP NUMBER: 212798623001
North Wasco EIN
When contacting Ameriprise or its local contacts, you may require the North Wasco EIN: 753154866
North Wasco 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 North Wasco 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 North Wasco 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
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.
North Wasco Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the North Wasco 403(b) Plan and much more on the North Wasco Information Page, available by clicking here.