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.



Canby School District

American Century Investments, Inc.

This Vendor Page has not been approved by American Century Investments, Inc.,
but the information provided should be useful to you.

American Century Investments, Inc. - General Status

American Century Investments has entered into an Umbrella Information Sharing Agreement (ISA) with CCC, clearly indicating its intention to remain in the 403(b) market when the bulk of the new 403(b) Regulations become applicable on 1/1/2009.

American Century Investments, Inc. Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of American Century are marketed using the following approaches:

Helpful Employee Resources

American Century provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with American Century, please visit our General American Century Investments, Inc. Page.

 

Canby Status

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

American Century Investments, Inc. Plan Number

When contacting American Century or its local contacts, have ready your Canby - American Century Investments, Inc. PLAN OR GROUP NUMBER: 725001

Canby 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.

  • 403(b) Business Retirement Services (Participants and Plan Sponsors) - 800-345-3533

Information Sharing Agreement, If Applicable

American Century Investments, Inc. 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 Canby 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

American Century Investments, Inc. requires a minimum monthly contribution of $0.00 , and a total minimum annual contribution of $0.00 .

403(b) Investment Options

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

  • 403(b)(7) Custodial Mutual Funds (No-Load)

Roth 403(b) Contribution Policy

American Century 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.

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 American Century to request your form.