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 has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Western Reserve Life, 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 Western Reserve Life 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
Western Reserve Life offers the following type of 403(b) investment option:
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:
- End of List Declared by Western Reserve Life
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 FormsWestern 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.
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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:
Important: The list below represents those Employers in whose 403(b) Plans Western Reserve Life holds an Inactive Payroll Slot:
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:
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.
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:
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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