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CCC is closed on Monday, January 19th in observance of President's Day.



Bethel School District

National Life Insurance Company

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

National Life Insurance Company - General Status

National Life Insurance Company maintains limited involvement in the 403(b) market, will accept contributions into and maintain existing accounts, but will not open new accounts. National Life has signed CCC's Umbrella ISA and CCC's Good Faith Compliance Resolution.

National Life Insurance Company Landing Pages

Product and Fee Information

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

Marketing Information

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

Helpful Employee Resources

National 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 National 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 National Life, please visit our General National Life Insurance Company Page.

 

Bethel Status

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

National Life Insurance Company Plan Number

When contacting National Life or its local contacts, have ready your Bethel - National Life Insurance Company PLAN OR GROUP NUMBER: To Be Determined

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

Information Sharing Agreement, If Applicable

National Life Insurance Company 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 Bethel 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

National Life Insurance Company does not require any monthly contribution amount .

403(b) Investment Options

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

Bethel Vendor Information Page

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