Carruth Compliance Consulting

     Retirement Readiness      For Employees      For Employers      For Vendors      About Us      Contact Us 

      Log In

Horace Mann Retirement Advantage (Mutual Funds)(Matrix Trust Company Custodian) ISAs

Individual CCC Client Employers

Horace Mann Retirement Advantage (Mutual Funds) requires the use of its own Information Sharing Agreement and the Horace Mann Retirement Advantage (Mutual Funds) ISA must be directly between Horace Mann Retirement Advantage (Mutual Funds) and the Employer. However, the Employer may designate CCC as the Employer's agent for information sharing.

The Direct ISA between Horace Mann Retirement Advantage (Mutual Funds) and the Individual CCC Client Employers listed below

 

Employer Instructions

If your organization require assistance getting the appropriate agreements in place with the Vendor, please contact CCC.

 

Page Last Modified: 6/19/2019 4:53:12 PM