MassMutual Financial Group (aka: MassMutual) - General Status
MassMutual definitely plans to remain in the 403(b) market. The MassMutual 403(b) investments will be limited to Artistry deferred variable annuity contracts. MassMutual submitted a CCC Umbrella HH-ISA on 2/9/2009 and the agreement was posted to the CCC website on 2/18/2009.
MassMutual Financial Group (aka: MassMutual) Web Homepage
MassMutual has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by MassMutual, 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 MassMutual 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
MassMutual offers the following type of 403(b) investment option:
- Fixed Annuities
- End of List
Roth 403(b) Contribution Policy
MassMutual does NOT accept Roth 403(b) contributions.
Investment products of MassMutual are marketed using the following approaches:
- End of List Declared by MassMutual
Helpful Employee Resources
MassMutual provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with MassMutual, please visit our General MassMutual 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.
MassMutual Financial Group has supplied the following forms which may be PDFs or online submittals:
Please contact MassMutual to request any other type of forms you might need.
Employers for which MassMutual Financial Group (aka: MassMutual) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans MassMutual holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans MassMutual holds an Inactive Payroll Slot:
Employers for which MassMutual is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans MassMutual is eligible to receive exchanges, transfers, and rollover contributions because MassMutual has signed
CCC's Umbrella Information Sharing Agreement:
Employers for which MassMutual 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 MassMutual is classified as an Orphaned Vendor:
Employers for which MassMutual 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 MassMutual is a Deselected Vendor.
Employers for which MassMutual is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans MassMutual is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans MassMutual is classified as a Grandfathered Exchange Vendor: