Sun Life (aka: Sun Life) - General Status
Sun Life is exiting the 403(b) market. Sun Life has stopped accepting new applications as of 10/1/08 and will no longer accept contributions after 12/31/08. Sun Life will continue to manage existing accounts.
Sun Life has provided this PDF documentation: View / Download
Sun Life (aka: Sun Life) Web Homepage
Sun Life Homepage may be accessed here .
Click the link(s) below for information on Sun Life investment products:
Click the link(s) below for information on the fees associated with Sun Life accounts:
403(b) Investment Options
Sun Life offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
Sun Life does NOT accept Roth 403(b) contributions.
Investment products of Sun Life are marketed using the following approaches:
- End of List Declared by Sun Life
Helpful Employee Resources
Sun 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 Sun 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 Sun Life, please visit our General Sun Life 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.
Sun Life (aka: Sun Life) - Multnomah ESD Status
To Be Determined
Sun Life Plan Number
When contacting Sun Life or its local contacts, have ready your Multnomah ESD - Sun Life GROUP NUMBER: To Be Determined
Multnomah ESD EIN
When contacting Sun Life or its local contacts, you may require the Multnomah ESD EIN: 936000829
Multnomah ESD 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 Sun Life on Multnomah ESD list of authorized vendors.
Request Additional Information from Sun Life
Sun Life has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
Sun Life has NOT signed any Direct Information Sharing Agreement with Multnomah ESD or any Umbrella Information Sharing Agreement with CCC. Consequently, Sun Life is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Multnomah ESD 403(b) accounts.
Employer Minimum Contribution
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
does not require any monthly contribution amount
Sun Life has not provided copies of or links to any Vendor Forms. Please contact Sun Life to request any forms you might need.
Multnomah ESD Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Multnomah ESD 403(b) Plan and much more on the Multnomah ESD Information Page, available by clicking here.