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MassMutual Financial Group
(aka: MassMutual)
Vendor General Information

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

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 Homepage may be accessed here .

Product Information

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

Fee Information

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

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403(b) Investment Options

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

  • Fixed Annuities
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Roth 403(b) Contribution Policy

MassMutual does NOT accept Roth 403(b) contributions.

Marketing Information

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.

Vendor Forms and Online Submissions Links

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:

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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:

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

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