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



North Bend School District

USAA Investment Management Company

This Vendor Page has not been approved by USAA Investment Management Company,
but the information provided should be useful to you.

USAA Investment Management Company - General Status

USAA Investment Management Company Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of USAA Investment are marketed using the following approaches:

Helpful Employee Resources

USAA Investment 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 USAA Investment 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 USAA Investment, please visit our General USAA Investment Management Company Page.

 

North Bend Status

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

USAA Investment Management Company Plan Number

When contacting USAA Investment or its local contacts, have ready your North Bend - USAA Investment Management Company PLAN OR GROUP NUMBER: To Be Determined

North Bend 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

USAA Investment Management 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 North Bend 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

USAA Investment Management Company does not require any monthly contribution amount .

403(b) Investment Options

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

Roth 403(b) Contribution Policy

USAA Investment 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 USAA Investment to request your form.