Carruth Compliance Consulting

     Retirement Readiness      For Employees      For Employers      For Vendors      About Us      Contact Us 

Skip Navigation Links.

Philomath School District 17J

Foresters Financial

Foresters Financial - General Status

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

Foresters Financial Web Homepage

Foresters Financial Homepage may be accessed here .

Product Information

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

Fee Information

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

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)
  • End of List

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.

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.

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.


Foresters Financial - Philomath School District Status

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

Foresters Financial Plan Number

When contacting Foresters Financial or its local contacts, have ready your Philomath School District - Foresters Financial PLAN OR GROUP NUMBER: A250023

Philomath School District EIN

When contacting Foresters Financial 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 Foresters Financial on Philomath School District list of authorized vendors.

Request Additional Information from Foresters Financial

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

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 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

Foresters Financial does not require any monthly contribution amount .

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.