General Status

April 2022: The new custodial for this vendor is FTC (Fiduciary Trust Company of New Hampshire, an affiliate of LPL). FTC issued this FAQ, a a participant reference guide,and an account access guide to answer participant questions concerning account access going forward, how to access historical account information if needed, and where participants should call in with questions.

Marketing Approaches

• Advisors
• Regional or Central Office Employees
• Seminars, Meetings, and/or Brochure Distribution
• Websites

Oregon Virtual Education Plan Number: 00036364967

Helpful Employee Resources

• Vendor Home Page
• Account Login Page
• Performance
• FTC (formerly Waddell & Reed/ Ivy Funds) Fee Schedule
• Calculators
• 403(b) Transaction Requests Available Online via Vendor's Login Interface

Online Enrollment