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Beaverton School District

Global Atlantic Financial Group (issued by Commonwealth Annuity)

This Vendor Page has not been approved by Global Atlantic Financial Group (issued by Commonwealth Annuity),
but the information provided should be useful to you.

Global Atlantic Financial Group (issued by Commonwealth Annuity) - General Status

As of August 1st, 2016, Commonwealth Annuity changed their name to in marketing materials to "Global Atlantic Financial Group" servicing Commonwealth contracts. Remittance checks should continue to be made out to Commonwealth Annuity. This vendor was Formerly listed in CCC's system as Commonwealth Annuity (including for Zurich American Variable & Protective Life Variable).

Global Atlantic Financial Group (issued by Commonwealth Annuity) Landing Pages

Product and Fee Information

Click the link(s) below for information on Global Atlantic (issued by Commonwealth Annuity) products:

Marketing Information

Investment products of Global Atlantic (issued by Commonwealth Annuity) are marketed using the following approaches:

Helpful Employee Resources

Global Atlantic (issued by Commonwealth Annuity) 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 Global Atlantic (issued by Commonwealth Annuity) 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 Global Atlantic (issued by Commonwealth Annuity), please visit our General Global Atlantic Financial Group (issued by Commonwealth Annuity) Page.

 

Beaverton Status

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

Global Atlantic Financial Group (issued by Commonwealth Annuity) Plan Number

When contacting Global Atlantic (issued by Commonwealth Annuity) or its local contacts, have ready your Beaverton - Global Atlantic Financial Group (issued by Commonwealth Annuity) PLAN OR GROUP NUMBER: K6205

Beaverton 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

Global Atlantic Financial Group (issued by Commonwealth Annuity) 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 Beaverton 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

Global Atlantic Financial Group (issued by Commonwealth Annuity) does not require any monthly contribution amount .

403(b) Investment Options

Global Atlantic (issued by Commonwealth Annuity) offers the following type(s) of 403(b) investment option:

Roth 403(b) Contribution Policy

Global Atlantic (issued by Commonwealth Annuity) does NOT accept Roth 403(b) contributions.

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 Global Atlantic (issued by Commonwealth Annuity) to request your form.