Great American Financial Resources (aka: Great American) - General Status

Great American Financial Resources has entered into an Umbrella Information Sharing Agreement with CCC.

Great American Financial Resources (aka: Great American) Web Homepage

Great American has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Great American, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.

Investment Fund Information

The following web links have been provided by Great American to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:

• End of List

403(b) Investment Options

Great American offers the following type of 403(b) investment option:

• Fixed Annuities
• Variable Annuities with a Fixed Account
• End of List

Roth 403(b) Contribution Policy

Great American does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Great American are marketed using the following approaches:

• Agents Who Are Contracted with the Vendor
• Seminars, Meetings, and/or Brochure Distribution
• Websites
• End of List Declared by Great American

Helpful Employee Resources

Great American 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 Great American 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 Great American, please visit our General Great American Financial Resources 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.

Great American Financial Resources (aka: Great American) - Central Oregon Community College Status

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

Great American Financial Resources Plan Number

When contacting Great American or its local contacts, have ready your Central Oregon Community College - Great American Financial Resources GROUP NUMBER: To Be Determined

Central Oregon Community College EIN

When contacting Great American or its local contacts, you may require the Central Oregon Community College EIN: 930505827

Central Oregon Community College Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Great American on Central Oregon Community College list of authorized vendors.

Request Additional Information from Great American Financial Resources

Great American has not provided us with any online contact methods. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Great American Financial Resources 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 Central Oregon Community College 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Central Oregon Community College does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Great American Financial Resources requires a minimum monthly contribution of $50.00 , and a total minimum annual contribution of $600.00 .

Vendor Forms

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

Central Oregon Community College Vendor Information Page

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