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Bend-La Pine Schools

United Heritage

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

General Status

United Heritage has not been involved in the 403(B) business since the last few years. They will not be accepting any contributions to existing accounts. They will be sending documentation shortly. CCC will post information about the general status of United Heritage as soon as possible. Vendor Page Information

Landing Pages

Product and Fee Information

Click the link(s) below for information on United Heritage products:

Marketing Information

Investment products of United Heritage are marketed using the following approaches:

Helpful Employee Resources

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

 

Bend-La Pine Schools Status

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

Bend-La Pine Schools Plan Number

When contacting United Heritage to open an account, please reference Plan Number: To Be Determined

Bend-La Pine Schools 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.

Investment Options

United Heritage offers the following type(s) of investment option:

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 United Heritage to request your form.