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Western Reserve Life
(aka: Western Reserve Life)
Vendor General Information

This Vendor Page has not been approved by Western Reserve Life,
but the information provided should be useful to you.

Western Reserve Life (aka: Western Reserve Life) - General Status

Western Reserve life will be exiting the 403(b) market as of 2009. No further payments will be accepted into 403(b) accounts after the end of 2008.Western Reserve Life will continue to maintain existing accounts.

Western Reserve Life (aka: Western Reserve Life) Web Homepage

Western Reserve Life Homepage may be accessed here .

Product Information

Click the link(s) below for information on Western Reserve Life investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Western Reserve Life accounts:

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403(b) Investment Options

Western Reserve Life offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

Western Reserve Life does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Western Reserve Life are marketed using the following approaches:

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Helpful Employee Resources

Western Reserve Life 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 Western Reserve Life 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 Western Reserve Life, please visit our General Western Reserve Life 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

Western Reserve Life has not provided copies of or links to any Vendor Forms. Please contact Western Reserve Life to request any forms you might need.

 

Employers for which Western Reserve Life (aka: Western Reserve Life) is Eligible to Receive Contributions

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

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

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Employers for which Western Reserve Life is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Western Reserve Life is eligible to receive exchanges, transfers, and rollover contributions because Western Reserve Life has signed a Direct Information Sharing Agreement with Employers in this list unless otherwise noted in the "General Status" section of this page:

Employers for which Western Reserve Life 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 Western Reserve Life is classified as an Orphaned Vendor:

Employers for which Western Reserve Life 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 Western Reserve Life is a Deselected Vendor.

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Employers for which Western Reserve Life is a Grandfathered Vendor

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

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

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