Industrial Alliance (aka: Industrial Alliance Pacific) - General Status
Industrial Alliance Pacific will continue to participate in the 403(b) market in 2009. Industrial Alliance Pacific has signed the CCC Umbrella ISA.
Industrial Alliance (aka: Industrial Alliance Pacific) Web Homepage
Industrial Alliance Pacific Homepage may be accessed here .
Click the link(s) below for information on Industrial Alliance Pacific investment products:
Click the link(s) below for information on the fees associated with Industrial Alliance Pacific accounts:
403(b) Investment Options
Industrial Alliance Pacific offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
Industrial Alliance Pacific does NOT accept Roth 403(b) contributions.
Investment products of Industrial Alliance Pacific are marketed using the following approaches:
- End of List Declared by Industrial Alliance Pacific
Helpful Employee Resources
Industrial Alliance Pacific 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 Industrial Alliance Pacific 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 Industrial Alliance Pacific, please visit our General Industrial Alliance 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.
Industrial Alliance (aka: Industrial Alliance Pacific) - Lebanon Community School District Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
Industrial Alliance Plan Number
When contacting Industrial Alliance Pacific or its local contacts, have ready your Lebanon Community School District - Industrial Alliance GROUP NUMBER: To Be Determined
Lebanon Community School District EIN
When contacting Industrial Alliance Pacific or its local contacts, you may require the Lebanon Community School District EIN: 931175526
Lebanon Community 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 Industrial Alliance Pacific on Lebanon Community School District list of authorized vendors.
Request Additional Information from Industrial Alliance
Industrial Alliance Pacific has not a "contact us" link. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
Industrial Alliance 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 Lebanon Community School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
Lebanon Community School District
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
does not require any monthly contribution amount
Vendor Forms and Online Submissions Links
Industrial Alliance Pacific has not provided copies of or links to any Vendor Forms. Please contact Industrial Alliance Pacific to request any forms you might need.
Lebanon Community School District Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Lebanon Community School District 403(b) Plan and much more on the Lebanon Community School District Information Page, available by clicking here.