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Canby School District

Putnam Investments
(aka: Putnam)

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

Putnam Investments (aka: Putnam) - General Status

Putnam plans to continue its involvement in the 403(b) market.

Putnam Investments (aka: Putnam) Web Homepage

Putnam has NOT provided any link to its home office webpage at this time.

Product Information

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

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Fee Information

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

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403(b) Investment Options

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

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Roth 403(b) Contribution Policy

Putnam does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Putnam are marketed using the following approaches:

  • End of List Declared by Putnam

Helpful Employee Resources

Putnam 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 Putnam 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 Putnam, please visit our General Putnam Investments 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.

 

Putnam Investments (aka: Putnam) - Canby Status

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

Putnam Investments Plan Number

When contacting Putnam or its local contacts, have ready your Canby - Putnam Investments GROUP NUMBER: To Be Determined

Canby EIN

When contacting Putnam or its local contacts, you may require the Canby EIN: 936000230

Canby 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 Putnam on Canby list of authorized vendors.

Request Additional Information from Putnam Investments

Putnam has not a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Putnam Investments 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 Canby 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

Putnam Investments does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

Putnam has not provided copies of or links to any Vendor Forms. Please contact Putnam to request any forms you might need.

Canby Vendor Information Page

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