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:
Fee Information
Click the link(s) below for information on the fees associated with PlanMember Services Corporation accounts:
403(b) Investment Options
PlanMember Services Corporation offers the following type(s) of 403(b) investment option:
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:
- End of List Declared by PlanMember Services Corporation
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.
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PlanMember Services Corporation (aka: PlanMember Services Corporation) - Umpqua Community College 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 Umpqua Community College - PlanMember Services Corporation GROUP NUMBER: To Be Determined
Umpqua Community College EIN
When contacting PlanMember Services Corporation or its local contacts, you may require the Umpqua Community College EIN: 930519151
Umpqua Community College 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 Umpqua Community College list of authorized vendors.
Request Additional Information from PlanMember Services Corporation
PlanMember Services Corporation has not provided us with any online contact methods. The moment they do, we'll post them here.
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 Umpqua Community College 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
Umpqua Community College
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
PlanMember Services Corporation
does not require any monthly contribution amount
.
Vendor FormsPlanMember 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.
Umpqua Community College Vendor Information PageInformation concerning the contribution types, catch-ups, transactions allowed under the Umpqua Community College 403(b) Plan and much more on the Umpqua Community College Information Page, available by clicking here.
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