Carruth Compliance Consulting

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

    Login   
Skip Navigation Links.

CCC is closed on Monday, January 19th in observance of President's Day.



Pilot Rock School District

SEI Private Trust Company

This Vendor Page has not been approved by SEI Private Trust Company,
but the information provided should be useful to you.

SEI Private Trust Company - General Status

SEI Private Trust Company Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of SEI are marketed using the following approaches:

Helpful Employee Resources

SEI 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 SEI 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 SEI, please visit our General SEI Private Trust Company Page.

 

Pilot Rock Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

SEI Private Trust Company Plan Number

When contacting SEI or its local contacts, have ready your Pilot Rock - SEI Private Trust Company PLAN OR GROUP NUMBER: To Be Determined

Pilot Rock Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

Information Sharing Agreement, If Applicable

SEI Private Trust Company 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 Pilot Rock 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

SEI Private Trust Company does not require any monthly contribution amount .

403(b) Investment Options

SEI offers the following type(s) of 403(b) investment option:

Roth 403(b) Contribution Policy

SEI does NOT accept Roth 403(b) contributions.

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 SEI to request your form.