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Philomath School District 17J

Prudential
(aka: Prudential)

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

Prudential (aka: Prudential) - General Status

Prudential has not yet posted a company statement or 403(b) market status update at this time.

Prudential (aka: Prudential) Web Homepage

Prudential Homepage may be accessed here .

Product Information

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

Fee Information

Click the link(s) below for information on the fees associated with Prudential accounts:

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403(b) Investment Options

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

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Roth 403(b) Contribution Policy

Prudential does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Prudential are marketed using the following approaches:

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Helpful Employee Resources

Prudential 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 Prudential 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 Prudential, please visit our General Prudential 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.

 

Prudential (aka: Prudential) - Philomath School District 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.

Prudential Plan Number

When contacting Prudential or its local contacts, have ready your Philomath School District - Prudential GROUP NUMBER: T7239

Philomath School District EIN

When contacting Prudential or its local contacts, you may require the Philomath School District EIN: 936000208

Philomath 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 Prudential on Philomath School District list of authorized vendors.

Request Additional Information from Prudential

Contact Prudential directly if you have additional questions about Prudential products or services.

Information Sharing Agreement, If Applicable

Prudential 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 Philomath School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

Prudential does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

Prudential has supplied the following forms which may be PDFs or online submittals:

Please contact Prudential to request any other type of forms you might need.

Philomath School District Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Philomath School District 403(b) Plan and much more on the Philomath School District Information Page, available by clicking here.