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Clackamas ESD

North Coast Life

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

North Coast Life - General Status

North Coast Life has entered into a CCC Umbrella ISA.

North Coast Life Landing Pages

Product and Fee Information

Click the link(s) below for information on North Coast Life products:

Marketing Information

Investment products of North Coast Life are marketed using the following approaches:

Helpful Employee Resources

North Coast 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 North Coast 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 North Coast Life, please visit our General North Coast Life Page.

 

Clackamas ESD Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

North Coast Life Plan Number

When contacting North Coast Life or its local contacts, have ready your Clackamas ESD - North Coast Life PLAN OR GROUP NUMBER: To Be Determined

Clackamas ESD Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

Information Sharing Agreement, If Applicable

North Coast Life has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Clackamas ESD 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Clackamas ESD does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

North Coast Life does not require any monthly contribution amount .

403(b) Investment Options

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

  • Fixed Annuities

Roth 403(b) Contribution Policy

North Coast Life 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.

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact North Coast Life to request your form.