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CCC will be closed on Monday, May 28th in observance of Memorial Day.



Canby School District

Mutual Fund Marketplace LTD

This Vendor Page has not been approved by Mutual Fund Marketplace LTD,
but the information provided should be useful to you.

General Status

Mutual Fund Marketplace LTD plans to have continued involvement in the 403(b) market. Mutual Fund Marketplace LTD is currently reviewing CCC's ISA. We look forward to hearing from them shortly.

Landing Pages

Product and Fee Information

Click the link(s) below for information on Mutual Fund Marketplace products:

Marketing Information

Investment products of Mutual Fund Marketplace are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

 

Canby Status

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

Canby Plan Number

When contacting Mutual Fund Marketplace to open an account, please reference Plan Number: To Be Determined

Canby Local Contacts

The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

Investment Options

Mutual Fund Marketplace offers the following type(s) of investment option:

  • 403(b)(7) Custodial Mutual Funds (Load)

Roth 403(b) Contribution Policy

Mutual Fund Marketplace 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 Mutual Fund Marketplace to request your form.