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Morrow County School District

UBS Financial Advisors
(aka: UBS Financial Advisors)

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

UBS Financial Advisors (aka: UBS Financial Advisors) - General Status

UBS Financial Advisors has not yet posted a company statement or 403(b) market status update at this time.

UBS Financial Advisors (aka: UBS Financial Advisors) Web Homepage

UBS Financial Advisors Homepage may be accessed here .

Product Information

Click the link(s) below for information on UBS Financial Advisors investment products:

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Fee Information

Click the link(s) below for information on the fees associated with UBS Financial Advisors accounts:

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403(b) Investment Options

UBS Financial Advisors offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

UBS Financial Advisors does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of UBS Financial Advisors are marketed using the following approaches:

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Helpful Employee Resources

UBS Financial Advisors 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 UBS Financial Advisors 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 UBS Financial Advisors, please visit our General UBS Financial Advisors 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.

 

UBS Financial Advisors (aka: UBS Financial Advisors) - Morrow County School District Status

If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

UBS Financial Advisors Plan Number

When contacting UBS Financial Advisors or its local contacts, have ready your Morrow County School District - UBS Financial Advisors GROUP NUMBER: To Be Determined

Morrow County School District EIN

When contacting UBS Financial Advisors or its local contacts, you may require the Morrow County School District EIN: 936000821

Morrow County 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 UBS Financial Advisors on Morrow County School District list of authorized vendors.

Request Additional Information from UBS Financial Advisors

Contact UBS Financial Advisors directly if you have additional questions about UBS Financial Advisors products or services.

Information Sharing Agreement, If Applicable

UBS Financial Advisors has NOT signed any Direct Information Sharing Agreement with Morrow County School District or any Umbrella Information Sharing Agreement with CCC. Consequently, UBS Financial Advisors is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Morrow County School District 403(b) accounts.

Employer Minimum Contribution

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

Vendor Minimum Contribution

UBS Financial Advisors does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

UBS Financial Advisors has not provided copies of or links to any Vendor Forms. Please contact UBS Financial Advisors to request any forms you might need.

Morrow County School District Vendor Information Page

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