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Gladstone School District

MassMutual Financial Group

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

MassMutual Financial Group - General Status

MassMutual definitely plans to remain in the 403(b) market. The MassMutual 403(b) investments will be limited to Artistry deferred variable annuity contracts. MassMutual submitted a CCC Umbrella HH-ISA on 2/9/2009 and the agreement was posted to the CCC website on 2/18/2009.

MassMutual Financial Group Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of MassMutual are marketed using the following approaches:

Helpful Employee Resources

MassMutual 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 MassMutual, please visit our General MassMutual Financial Group Page.

 

Gladstone Status

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

MassMutual Financial Group Plan Number

When contacting MassMutual or its local contacts, have ready your Gladstone - MassMutual Financial Group PLAN OR GROUP NUMBER: To Be Determined

Gladstone 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.

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MassMutual has not provided a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

MassMutual Financial Group 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 Gladstone 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

MassMutual Financial Group requires a minimum monthly contribution of $50.00 , and a total minimum annual contribution of $600.00 .

403(b) Investment Options

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

  • Fixed Annuities

Roth 403(b) Contribution Policy

MassMutual does NOT accept Roth 403(b) contributions.

Gladstone Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Gladstone 403(b) Plan and much more on the Gladstone Information Page, available by clicking here.