Plan Details

CAMERON COUNTY HOUSING AUTHORITY 401(K)

 

Plan Vendor: John Hancock 401(k)               (Plan#: 68436)

Participant Login Website      |     Participant Welcome Packet

On the website, you can perform the following tasks:

  • Complete enrollment info
  • Check investment performance / change investments
  • Change personal info
  • Change beneficiary info
  • Request a loan
  • Request a rollover

Employee Data Change Form:       English    |    Spanish

Beneficiary Change Form:             English    |    Spanish

Investment Options & Change Form:        Q3 2018

Submit all completed forms via our Secure Site, or by FAX to 888-837-3746 for processing.

Additional Features For Plan Participants of CCHA 401(k)
  • Free on-site consultation opportunities with a financial advisor (3x / yr)
  • Monthly Newsletter from nVest Advisors (Enroll Now)
  • Optional Weekly Market Update email (Request)
  • Access to MyWealthAdvisor, our smartphone app (Request Access)
  • Two additional private virtual meetings with a financial advisor per year (Schedule Now)
  • Free "nVestor LifeCycle" Financial Planning - included as a plan participant with a $10,000 balance (Request Info)
  • Educational webinar opportunities (4x / yr)

 

 

 

 

 

 

 

 

 

 

 

 

Dr. Missy's Vet Mobile, Inc. SIMPLE IRA

 

Plan Vendor: ASPIRE               (Plan#: 11764)

Participant Login Website      |     Participant Welcome Packet

On the website, you can perform the following tasks:

  • Complete enrollment info
  • Check investment performance / change investments
  • Change personal info
  • Change beneficiary info
  • Request a loan
  • Request a rollover

Account Change Form:                  English

Beneficiary Change Form:             English

Plan Disclosure Document:           English

Submit all completed forms via our Secure Site, or by FAX to 888-837-3746 for processing.

Additional Features For Plan Participants of Dr. Missy's Vet Mobile SIMPLE IRA
  • Free local consultation opportunities with a financial advisor (3x / yr)
  • Monthly Newsletter from nVest Advisors (Enroll Now)
  • Optional Weekly Market Update email (Request)
  • Access to MyWealthAdvisor, our smartphone app (Request Access)
  • Two additional private virtual meetings with a financial advisor per year (Schedule Now)
  • Free "nVestor LifeCycle" Financial Planning - included as a plan participant  with a $10,000 balance (Request Info)
  • Educational webinar opportunities (4x / yr)

 

 

 

 

 

 

 

 

 

 

 

JoJac Enterprises, Inc. SIMPLE IRA

 

Plan Vendor: ASPIRE               (Plan#: 13490)

Participant Login Website      |     Participant Welcome Packet

On the website, you can perform the following tasks:

  • Complete enrollment info
  • Check investment performance / change investments
  • Change personal info
  • Change beneficiary info
  • Request a loan
  • Request a rollover

Account Change Form:                  English

Beneficiary Change Form:             English

Plan Disclosure Document:           English

Submit all completed forms via our Secure Site, or by FAX to 888-837-3746 for processing.

Additional Features For Plan Participants of JoJac Enterprises, Inc. SIMPLE IRA Plan:
  • Free local consultation opportunities with a financial advisor (3x / yr)
  • Monthly Newsletter from nVest Advisors (Enroll Now)
  • Optional Weekly Market Update email (Request)
  • Access to MyWealthAdvisor, our smartphone app (Request Access)
  • Two additional private virtual meetings with a financial advisor per year (Schedule Now)
  • Free "nVestor LifeCycle" Financial Planning - included as a plan participant  with a $10,000 balance (Request Info)
  • Educational webinar opportunities (4x / yr)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

LOS FRESNOS CISD 403(b) PLAN

 

Plan Vendor: ASPIRE               (Plan#: 13490)

Participant Login Website      |     Participant Welcome Packet

On the website, you can perform the following tasks:

  • Complete enrollment info
  • Check investment performance / change investments
  • Change personal info
  • Change beneficiary info
  • Request a loan
  • Request a rollover

Account Change Form:                  English

Beneficiary Change Form:             English

Submit all completed forms via our Secure Site, or by FAX to 888-837-3746 for processing.

Additional Features For Plan Participants of LOS FRESNOS CISD 403(B)  Plan:
  • Free local consultation opportunities with a financial advisor (3x / yr)
  • Monthly Newsletter from nVest Advisors (Enroll Now)
  • Optional Weekly Market Update email (Request)
  • Access to MyWealthAdvisor, our smartphone app (Request Access)
  • Two additional private virtual meetings with a financial advisor per year (Schedule Now)
  • Free "nVestor LifeCycle" Financial Planning - included as a plan participant  with a $10,000 balance (Request Info)
  • Educational webinar opportunities (4x / yr)