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 has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Fortis Financial, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Fortis Financial to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Fortis Financial offers the following type of 403(b) investment option:
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:
- End of List Declared by Fortis Financial
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 FormsFortis Financial has not provided copies of or links to any Vendor Forms. Please contact Fortis Financial to request any forms you might need.
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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:
Important: The list below represents those Employers in whose 403(b) Plans Fortis Financial holds an Inactive Payroll Slot:
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.
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:
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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