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Philomath School District 17J

First Investors Corporation
(aka: First Investors)

First Investors Corporation (aka: First Investors) - General Status

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

First Investors Corporation (aka: First Investors) Web Homepage

First Investors Homepage may be accessed here .

Product Information

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

Fee Information

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

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403(b) Investment Options

First Investors 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)
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Roth 403(b) Contribution Policy

First Investors 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 First Investors are marketed using the following approaches:

  • End of List Declared by First Investors

Helpful Employee Resources

First Investors 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 First Investors, please visit our General First Investors Corporation 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.

 

First Investors Corporation (aka: First Investors) - Philomath School District Status

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

First Investors Corporation Plan Number

When contacting First Investors or its local contacts, have ready your Philomath School District - First Investors Corporation GROUP NUMBER: A250023

Philomath School District EIN

When contacting First Investors 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 First Investors on Philomath School District list of authorized vendors.

Request Additional Information from First Investors Corporation

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

Information Sharing Agreement, If Applicable

First Investors Corporation 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

First Investors Corporation does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

First Investors Corporation has supplied the following forms which may be PDFs or online submittals:

Please contact First Investors 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.