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Global Atlantic Financial Group (issued by Commonwealth Annuity)
(aka: Global Atlantic (issued by Commonwealth Annuity))
Vendor General Information

This Vendor Page has not been approved by Global Atlantic Financial Group (issued by Commonwealth Annuity),
but the information provided should be useful to you.

Global Atlantic Financial Group (issued by Commonwealth Annuity) - General Status

As of August 1st, 2016, Commonwealth Annuity changed their name to in marketing materials to "Global Atlantic Financial Group" servicing Commonwealth contracts. Remittance checks should continue to be made out to Commonwealth Annuity. This vendor was Formerly listed in CCC's system as Commonwealth Annuity (including for Zurich American Variable & Protective Life Variable).

Global Atlantic Financial Group (issued by Commonwealth Annuity) Web Homepage

Global Atlantic (issued by Commonwealth Annuity) Homepage may be accessed here .

Product Information

Click the link(s) below for information on Global Atlantic (issued by Commonwealth Annuity) investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Global Atlantic (issued by Commonwealth Annuity) accounts:

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403(b) Investment Options

Global Atlantic (issued by Commonwealth Annuity) offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

Global Atlantic (issued by Commonwealth Annuity) does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Global Atlantic (issued by Commonwealth Annuity) are marketed using the following approaches:

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Helpful Employee Resources

Global Atlantic (issued by Commonwealth Annuity) 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 Global Atlantic (issued by Commonwealth Annuity) 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 Global Atlantic (issued by Commonwealth Annuity), please visit our General Global Atlantic Financial Group (issued by Commonwealth Annuity) 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

Global Atlantic (issued by Commonwealth Annuity) has not provided copies of or links to any Vendor Forms. Please contact Global Atlantic (issued by Commonwealth Annuity) to request any forms you might need.

 

Employers for which Global Atlantic Financial Group (issued by Commonwealth Annuity) (aka: Global Atlantic (issued by Commonwealth Annuity)) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans Global Atlantic (issued by Commonwealth Annuity) holds an Active Payroll Slot:

Important: The list below represents those Employers in whose 403(b) Plans Global Atlantic (issued by Commonwealth Annuity) holds an Inactive Payroll Slot:

Employers for which Global Atlantic (issued by Commonwealth Annuity) is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Global Atlantic (issued by Commonwealth Annuity) is eligible to receive exchanges, transfers, and rollover contributions because Global Atlantic (issued by Commonwealth Annuity) has signed CCC's Umbrella Information Sharing Agreement:

Employers for which Global Atlantic (issued by Commonwealth Annuity) 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 Global Atlantic (issued by Commonwealth Annuity) is classified as an Orphaned Vendor:

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Employers for which Global Atlantic (issued by Commonwealth Annuity) 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 Global Atlantic (issued by Commonwealth Annuity) is a Deselected Vendor.

Employers for which Global Atlantic (issued by Commonwealth Annuity) is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans Global Atlantic (issued by Commonwealth Annuity) is classified as a Grandfathered Contribution Vendor:

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Important: The list below represents those Employers in whose 403(b) Plans Global Atlantic (issued by Commonwealth Annuity) is classified as a Grandfathered Exchange Vendor:

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