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Bankers Life and Casualty Company
(aka: Bankers Life)
Vendor General Information

This Vendor Page has not been approved by Bankers Life and Casualty Company,
but the information provided should be useful to you.

Bankers Life and Casualty Company (aka: Bankers Life) - General Status

Bankers Life has not yet posted a company statement or 403(b) market status update at this time.

Bankers Life and Casualty Company (aka: Bankers Life) Web Homepage

Bankers Life Homepage may be accessed here .

Product Information

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

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Fee Information

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

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403(b) Investment Options

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

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Roth 403(b) Contribution Policy

Bankers Life does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Bankers Life are marketed using the following approaches:

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Helpful Employee Resources

Bankers Life 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 Bankers Life, please visit our General Bankers Life and Casualty Company 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

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

 

Employers for which Bankers Life and Casualty Company (aka: Bankers Life) is Eligible to Receive Contributions

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

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

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

Important: The list below represents those Employers in whose 403(b) Plans Bankers Life is eligible to receive exchanges, transfers, and rollover contributions because Bankers 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 Bankers 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 Bankers Life is classified as an Orphaned Vendor:

Employers for which Bankers 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 Bankers Life is a Deselected Vendor.

Employers for which Bankers Life is a Grandfathered Vendor

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

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

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