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Employer Access and Information

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If CCC already services your School District, ESD, or Community College, please Login using the link in the upper right corner of this page. Once logged in, use additional navigation menu options (to the left) to modify and add Names, Addresses, Contact Numbers, and more, giving you complete control over public website content accessed by your Employees. If you don't recall your username and password, Contact Us for LogIn assistance.

Interim Good Faith Resolution

As time ran out before the 12/31/2008 deadline, CCC proposed an innovative option: Effective 11/22/2008, Vendors were offered the option to enter into a Good Faith Compliance Resolution with CCC, under which the Vendor, CCC, and affected CCC Client Employers would agree to continue existing Vendor relationships with CCC Client Employer 403(b) Plans beyond 12/31/2008, with the understanding that agreements will be reached and information will be shared that are acceptable to all three parties no later than 6/30/2009. Now that the IRS has postponed the deadline for adoption of a written plan until 12/31/2009, we believe that it is reasonable to give all parties until 12/31/2009 to reach acceptable agreements/arrangements. Click Here to view the list of Vendors who have already signed Good Faith Resolutions and Employers who have signed Good Faith Resolution Preference Forms.

CCC Client Employers must make the ultimate decisions about continuation of relationships with Vendors that do not meet the minimal standard of adopting the CCC Good Faith Compliance Resolution.

If you'd like to adopt this resolution, please download the one-page agreement, sign, and fax back to CCC at 503-968-7802.

CCC's Current Full-Service Client Employers

If listed below, your Employer is a Full-Service client of CCC and has a special dedicated website section with 403(b) Tax-Sheltered Annuity (TSA) options and information specific to your 403(b) Plan. Click your Employer to see its dedicated 403(b) and 457(b) information:

CCC's Current Selected Vendors Plan Client Employers

If listed below, your Employer is a Selected Vendors client of CCC and has a special dedicated website section with 403(b) Tax-Sheltered Annuity (TSA) options and information specific to your 403(b) Selected Vendors Plan. Note: PCC has only one 403(b) Plan, but that plan has features that differ substantially from CCC's Full Service clients (e.g., exchanges are allowed only into accounts held by Vendors with Active Payroll Slots and participants are not required to suspend elective deferrals for six months following a hardship distribution). On the other hand, Tacoma Public Schools has two 403(b) Plans; the other we refer to as the Existing Plan, which CCC does not administer. Click your Employer to see its dedicated 403(b) Selected Vendors Plan information:

CCC's Current Plan Document Only Client Employers

If your Employer's name appears on the list below, CCC provides your Employer with Plan Document Only Service. To view your Employer's Plan Document and participation eligibility policy, click the name of your Employer in the list below:

 

Not yet a Client? There are compelling reasons to use CCC as a Third Party Administrator:

With CCC's umbrella Vendor network, establishing an IRS-approved Plan Document to define Tax Sheltered Annuity policies, procedures, and options, and then to administer those options, is a breeze. We do this for a very modest fixed fee based on Employer size, with no cost to your Employees. CCC is fully prepared to administer your plan in compliance with the new IRS-imposed 403(b) rules and regulations going into effect January 1, 2009. Learn More about what we offer.

Frequently Asked Questions by Employers

Common questions asked by Employers are answered concisely and accurately by our FAQ page for Employers.

SUBMITTING A TRANSACTION TO CCC FOR APPROVAL

To submit a transaction to CCC for Plan Administrator or Employer Authorization Authorization, please click here to access the Transaction Submission Cover Sheet. Please note this form is to be used to submit all transactions except Loans and Hardships to CCC.

Click here for information on Loans.

Click here for information on Hardship Distributions.

Please note: some Vendors impose specific requirements before they will process certain (or any) transactions (regular distributions, loans, hardship withdrawals, exchanges, transfers, rollovers, etc.). For example, Fidelity Investments requires “wet signatures” by the Participant and by CCC on all transaction processing forms. Before you begin the process of submitting an application for any type of transaction, be sure to check for any special requirements the Vendor(s) might require by visiting their “General Information” page(s) available on the List of All Vendors page.

View: CCC's Authorized Signatures Letter

Vendors Who Vacated the 403(b) Market

The Vendors listed below have notified CCC and/or various Employers that they have vacated the 403(b) market. This means that Participants currently contributing to accounts managed by these Vendors must:

  1. Select a different Vendor that will continue in the 403(b) market;
  2. Apply for an account with the different Vendor; and
  3. Complete and submit a new Salary Reduction Agreement (along with documentation that an account has been established with the new Vendor).

Also, Payroll Departments must be careful not to remit contributions to Vacated Vendors.

Click on a Vendor name below for additional information about deadlines set by individual Vendors:

Vendors with CCC Umbrella ISAs

The following Vendors have entered into the CCC 403(b) Umbrella Information Sharing Agreement or the CCC 403(b) Umbrella Hold Harmless and Information Sharing Agreement (12/2008). ALL of these Vendors are eligible to receive Exchanges within, Plan-to-Plan Transfers into, and Rollover Contributions into Vendor accounts established for ANY participant in ANY of CCC's Full-Service Client Employers' 403(b) Plan.

Listed below: Click a Vendor's PDF link to review that Vendor's Signed Agreements with CCC - Umbrella Hold Harmless and Information Sharing Agreement (ISA):

  • American Century Investments, Inc. - ISA pdf
  • American Fidelity Assurance Company - ISA pdf
  • American General Life Companies - ISA pdf
  • American National Insurance Company - ISA pdf
  • American United Life Insurance Company (OneAmerica) - ISA pdf
  • Ameriprise Financial - ISA pdf
  • ASPire Financial Services - ISA pdf
  • Aviva Life Insurance Company - ISA pdf
  • AXA Equitable Life Insurance Company - ISA pdf
  • Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable) - ISA pdf
  • First Investors Corporation - ISA pdf
  • Franklin Templeton - ISA pdf
  • FTJ Fund Choice - ISA pdf
  • Great American Financial Resources - ISA pdf
  • Horace Mann - ISA pdf
  • Industrial Alliance - ISA pdf
  • ING Life Insurance and Annuity Company - ISA pdf
  • ING ReliaStar Life Insurance Company - ISA pdf
  • Jackson National - ISA pdf
  • Jefferson National - ISA pdf
  • Kansas City Life - ISA pdf
  • The Legend Group, Inc - ISA pdf
  • Life Insurance Company of the Southwest - ISA pdf
  • Lincoln Investment Planning, Inc - ISA pdf
  • MassMutual Financial Group - ISA pdf
  • MetLife - ISA pdf
  • Midland National Life Insurance Company - ISA pdf
  • MMA Praxis Mutual Funds - ISA pdf
  • Modern Woodmen of America - ISA pdf
  • National Life Insurance Company - ISA pdf
  • New York Life - ISA pdf
  • North American Company for Life and Health - ISA pdf
  • North Coast Life - ISA pdf
  • OppenheimerFunds Distributors, Inc - ISA pdf
  • Pacific Life - ISA pdf
  • PFS Investments - ISA pdf
  • PlanMember Services Corporation - ISA pdf
  • Protective Life Insurance Co. - ISA pdf
  • Prudential - ISA pdf
  • Putnam Investments - ISA pdf
  • Security Benefit Life Insurance Company - ISA pdf
  • SEI Private Trust Company - ISA pdf
  • Sentinel Funds - ISA pdf
  • Standard Insurance Company - ISA pdf
  • Sunset Life - ISA pdf
  • Symetra Financial - ISA pdf
  • Thrivent Financial for Lutherans - ISA pdf
  • Thrivent Investment Management Inc - ISA pdf
  • TIAA-CREF - ISA pdf
  • Union Central Life Insurance Company - ISA pdf
  • USAA Investment Management Company - ISA pdf
  • USAA Life Insurance Company - ISA pdf
  • VALIC - ISA pdf
  • Waddell & Reed, Inc - ISA pdf
  • Wells Investment Securities - ISA pdf
  • Western National Life Insurance Company - ISA pdf
  • Western United Life - ISA pdf

Vendors With Individual Direct-to-Employer ISAs

The list below includes all Vendors that have entered into Information Sharing Agreements directly with individual CCC Client Districts, such agreements designating CCC as the party with which Vendor information should be shared on behalf of the District. Please note that ISAs that apply to CCC Selected Vendor Clients (CCC's client list may be viewed here) are Direct in nature.

Click a Vendor name to review the signed Direct Information Sharing Agreements (ISAs):

All Vendors Connected with CCC

The complete list of Vendors associated with 403(b) Plans of CCC Client Districts in any capacity appears below. This list includes:

  • Vendors with Active Payroll Slots
  • Vendors with Inactive Payroll Slots
  • Orphaned Vendors
  • Grandfathered Contribution Vendors
  • Grandfathered Exchange Vendors

Links to Each Vendor's CCC General Information Page:
 
Page Last Modified: 4/12/2011 4:35:13 PM

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