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Philomath School District 17J

Prudential

This Vendor Page has not been approved by Prudential,
but the information provided should be useful to you.

Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of Prudential are marketed using the following approaches:

Helpful Employee Resources

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

 

Philomath Status

This Vendor was an 'Exchange Only Vendor' in this District's 403(b) Plan up through 9/13/2011. It was added as an 'Active Payroll Slot Vendor' effective 9/14/2011. Please note: when opening a new Prudential 403(b) Account, please include a copy of the CCC/ Prudential Umbrella Information Sharing Agreement with the account application to Prudential. Philomath's Plan Number for Prudential is T7239.

Philomath Plan Number

When contacting Prudential to open an account, please reference Plan Number: T7239

Philomath 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

Prudential offers the following type(s) of investment option:

Roth 403(b) Contribution Policy

Prudential 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 Prudential to request your form.