CCC is neither qualified nor licensed to provide financial or tax advice. To the extent answers to questions below deal with Federal or State income tax information, any information provided is not intended or written by CCC to be used, and cannot be used by any taxpayer, for the purpose of avoiding any penalties that may be imposed under the Internal Revenue Code. Information from CCC relating to Federal tax matters may not be used in promoting, marketing or recommending any entity, investment plan, or arrangement to any taxpayer.

We have a Financial Consultant who would like to be added as an approved agent under my Company for a CCC Client Employer 403(b) Plan. Can you please let us know the procedure to do this?

We have a Financial Consultant who would like to be added as an approved agent under my Company for a CCC Client Employer 403(b) Plan. Can you please let us know the procedure to do this?

Actually, Financial Consultants and Agents are not "approved" by CCC or CCC Client Employers, but rather they may be designated as "Local Contacts" for a Vendor by one of the Vendor Authorized Users authorized by CCC to manage content of the Vendor's section of the CCC website. You may contact CCC to obtain contact information for one or more of the Vendor Authorized Users, contact a Vendor Authorized User, and request inclusion among the Local Contacts for one or more CCC Client Employer Plans. If the Consultant/Agent is approved by the Vendor Authorized User, then the Vendor Authorized User has the authority to add the Consultant/Agent to the list(s) of Local Contacts in question.

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