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



Yakima School District

Foresters Financial

Foresters Financial - General Status

Foresters Financial Landing Pages

Product and Fee Information

Click the link(s) below for information on Foresters Financial products:

Marketing Information

Investment products of Foresters Financial are marketed using the following approaches:

Helpful Employee Resources

Foresters Financial 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 Foresters Financial, please visit our General Foresters Financial Page.

 

YSD Status

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

Foresters Financial Plan Number

When contacting Foresters Financial or its local contacts, have ready your YSD - Foresters Financial PLAN OR GROUP NUMBER: To Be Determined

YSD 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

Foresters Financial 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 YSD 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

Foresters Financial does not require any monthly contribution amount .

403(b) Investment Options

Foresters Financial offers the following type(s) of 403(b) investment option:

  • 403(b)(7) Custodial Mutual Funds (Load)
  • 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)

Roth 403(b) Contribution Policy

Foresters Financial 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 Foresters Financial to request your form.