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Symetra Financial
(aka: Symetra)
Vendor General Information

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

Symetra Financial (aka: Symetra) - General Status

8/7/2013 CCC has learned that Symetra is not opening new employer plans in the 403(b) market. They will continue to service existing employer plans, but if an employer does not have an existing relationship with Symetra (such as a current or former payroll slot)a new plan cannot be established for the opening of accounts.

If you wish to make an exchange, rollover, or transfer to this vendor, please check if a plan is in place for the employer at Symetra. This can be done by checking if a plan or group number exists for the employer (if one is listed, a relationship exists). If you do not see a plan number listed and have questions, please contact CCC.

Symetra Financial (aka: Symetra) Web Homepage

Symetra Homepage may be accessed here .

Product Information

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

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Fee Information

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

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403(b) Investment Options

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

  • Fixed Annuities
  • Variable Annuities with a Fixed Account
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Roth 403(b) Contribution Policy

Symetra accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.

Marketing Information

Investment products of Symetra are marketed using the following approaches:

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Helpful Employee Resources

Symetra 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 Symetra 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 Symetra, please visit our General Symetra Financial 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

Symetra Financial has supplied the following forms which may be PDFs or online submittals:

Please contact Symetra to request any other type of forms you might need.

 

Employers for which Symetra Financial (aka: Symetra) is Eligible to Receive Contributions

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

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

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

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

Employers for which Symetra 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 Symetra is classified as an Orphaned Vendor:

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Employers for which Symetra 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 Symetra is a Deselected Vendor.

Employers for which Symetra is a Grandfathered Vendor

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

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

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