CCC Useful Links and Resources

ALERT!! Effective 08/08/2008, no changes will be made to CCC’s legacy website, now with Internet address www.ncompliancelegacy.com. Henceforth, www.ncompliance.com goes directly to CCC's new, dynamic, database supported website.

For many months now, CCC has been developing and testing a new, dynamic, database-supported website, which now resides at www.ncompliance.com, while at the same time maintaining this website, which is now our legacy website (www.ncompliancelegacy.com). Development of the new website was essential to allow CCC to provide dedicated sections of its website to more than 50 new clients accumulated since publication of the Final 403(b) Regulations on July 23, 2007. We chose completion of the Plan Document System on the new website as the appropriate time to migrate from the legacy website, even though considerable work remains to be done. Specifically, we will be working with Vendors through the end of calendar year 2008 to incorporate updated Vendor information into the new website. Moreover, 457(b) Deferred Compensation Plan (DCP) information remains only on this legacy website, but those CCC clients for which we are managing their 457(b) Plans may continue to refer to this legacy website until the full migration has been accomplished.

We are very proud of our new website, especially the Plan Document System and the Content Management System (CMS), which allows Client Employers and Vendors to manage the content of their own sections of the website. We hope you share our enthusiasm and will create links form your own websites to your dedicated sections of the CCC website. Doing so will provide everything your employees need to know about their 403(b) Program.

403(b) & 457(b) Comparisons
403(b) and 457 Retirement Plans (IRS)
Employee Benefits Legal Resource Site

Calculators
FundAdvice.com
MortgageLoan.com

Consumer Education Links
403(b) and 457 Retirement Plans (IRS)
403bCompare (California)
403bwise
BenefitsLink

Employee Information
Beaverton School District Brochure
This is an excellent brochure with lots of good information about 403(b) and 457(b) plans. Of course, the investment options listed apply *only* to the Beaverton School District plans.

Financial Advice Links
Financial Engines

Fund Information And Performance
Morningstar
ValueLine

Interesting Articles And Reports
Financial Education and Retirement Savings

IRAs
Comprehensive Report by Tax Counsel Thomas Reeder

Roth vs Traditional Comparisons
CNNMoney.com Article (01-10-2008)

Socially Responsible Investing
Socially Responsible Investing Facts
Social Funds Comparisons
Good Money's Search Engine
Social Investment Forum
Socially Responsible Financial Services Directory
GreenMoney Journal (Summer 2008 Issue)

Rationale For Including Links
The links in this section been reviewed by CCC and determined to be helpful resources for understanding retirement planning and investments. Contact us if you find additional useful websites that you would recommend adding to the list.

The Integrative Advisor (Vol 1, No 1)
The primary purpose of the Association for Integrative Financial and Life Planning is to help bridge the gap between financial and life planning specialists, by supporting the development of methods and tools to further integrate them, and by supporting the establishment of viable ways for individual practitioners to work together. The Integrative Adviser advances this goal by providing education and publicity concerning holistic planning and advice concepts to our primary constituencies: the financial industry (financial companies and advisers), the life planning movement (individual practitioners and organizations that support them), other supporting organizations (such as employers and voluntary associations), and the broader community (including journalists, academics, and the general public).

The Integrative Adviser is distributed electronically six times a year by the Association. To be added to the distribution list, contact the General Editor. The General Editor is Charles S. Yanikoski ( ). There is currently no charge for inclusion on the distribution list.