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Fortis Financial Group
(aka: Fortis Financial)
Vendor General Information

This Vendor Page has not been approved by Fortis Financial Group,
but the information provided should be useful to you.

Fortis Financial Group (aka: Fortis Financial) - General Status

Fortis Financial Group was acquired by The Hartford Financial Services Group ("The Hartford") in January of 2001. However, Seattle Public Schools maintained internally a 403(b) Vendor named Fortis/Hartford, which explains why the Vendor name Fortis Financial Group remains listed in the CCC comprehensive list of Vendors.

Fortis Financial Group (aka: Fortis Financial) Web Homepage

Fortis Financial Homepage may be accessed here .

Product Information

Click the link(s) below for information on Fortis Financial investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Fortis Financial accounts:

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403(b) Investment Options

Fortis Financial offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

Fortis Financial does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Fortis Financial are marketed using the following approaches:

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Helpful Employee Resources

Fortis Financial has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Fortis Financial provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Fortis Financial, please visit our General Fortis Financial Group Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

Vendor Forms and Online Submissions Links

Fortis Financial has not provided copies of or links to any Vendor Forms. Please contact Fortis Financial to request any forms you might need.

 

Employers for which Fortis Financial Group (aka: Fortis Financial) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans Fortis Financial holds an Active Payroll Slot:

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Important: The list below represents those Employers in whose 403(b) Plans Fortis Financial holds an Inactive Payroll Slot:

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Employers for which Fortis Financial is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Fortis Financial is eligible to receive exchanges, transfers, and rollover contributions because Fortis Financial has signed a Direct Information Sharing Agreement with Employers in this list:

Employers for which Fortis Financial is an Orphaned Vendor

An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Fortis Financial is classified as an Orphaned Vendor:

Employers for which Fortis Financial is a Deselected Vendor

Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Fortis Financial is a Deselected Vendor.

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Employers for which Fortis Financial is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans Fortis Financial is classified as a Grandfathered Contribution Vendor:

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Important: The list below represents those Employers in whose 403(b) Plans Fortis Financial is classified as a Grandfathered Exchange Vendor:

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