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Mukilteo School District

PlanMember Services Corporation
(aka: PlanMember Services Corporation)

This Vendor Page has not been approved by PlanMember Services Corporation,
but the information provided should be useful to you.

PlanMember Services Corporation (aka: PlanMember Services Corporation) - General Status

Plan Member Services has an Umbrella ISA that applies to all CCC client Employers. Plan Member Services will offer 403(b) products in the future.

PlanMember Services Corporation (aka: PlanMember Services Corporation) Web Homepage

PlanMember Services Corporation Homepage may be accessed here .

Product Information

Click the link(s) below for information on PlanMember Services Corporation investment products:

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Fee Information

Click the link(s) below for information on the fees associated with PlanMember Services Corporation accounts:

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403(b) Investment Options

PlanMember Services Corporation offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

PlanMember Services Corporation 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 PlanMember Services Corporation are marketed using the following approaches:

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Helpful Employee Resources

PlanMember Services Corporation 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 PlanMember Services Corporation 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 PlanMember Services Corporation, please visit our General PlanMember Services Corporation 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.

 

PlanMember Services Corporation (aka: PlanMember Services Corporation) - Mukilteo School District Status

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

PlanMember Services Corporation Plan Number

When contacting PlanMember Services Corporation or its local contacts, have ready your Mukilteo School District - PlanMember Services Corporation GROUP NUMBER: To Be Determined

Mukilteo School District EIN

When contacting PlanMember Services Corporation or its local contacts, you may require the Mukilteo School District EIN: 916018853

Mukilteo 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 PlanMember Services Corporation on Mukilteo School District list of authorized vendors.

Request Additional Information from PlanMember Services Corporation

Contact PlanMember Services Corporation directly if you have additional questions about PlanMember Services Corporation products or services.

Information Sharing Agreement, If Applicable

PlanMember Services Corporation 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 Mukilteo School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Mukilteo School District requires a minimum monthly contribution of $25.00. Some Vendors may require minimum amounts higher than this while others may not (see below).

Vendor Minimum Contribution

PlanMember Services Corporation does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

PlanMember Services Corporation has not provided copies of or links to any Vendor Forms. Please contact PlanMember Services Corporation to request any forms you might need.

Mukilteo School District Vendor Information Page

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