Hartford Life (aka: Hartford Life) - General Status
The status of the Hartford is going to vary from District to District. The Hartford will no longer accept contributions into individual annuity contracts after 11/21/2008, but the will continue accept contributions to contracts that are considered Group 403(b) Retirement Plan Contracts.
We strongly advise all Districts to investigate if their Hartford 403(b) Plan is set up as a Group Retirement Plan and if all participants are incorporated under that plan number. If you need information regarding the Hartford 403(b) plan please call 1-800-874-2502, choose Option 4 then Option 2.
Please note that Districts who do not have The Hartford set up as a Group 403(b) Plan may establish one through the Hartford, however any existing individual annuity contracts participants may have would need to be transferred to a new account under the Group 403(b) Plan for the District to continue to remit contributions. Any individual annuity contracts will be considered orphaned after 11/21/2008 and cannot be absorbed into a Group Plan ID.
If your District has multiple Group Plan IDs, this would be a good time to consolidate by contacting The Hartford.
On 9/4/2012 The Hartford announced the sale of the company their Retirement Plans Group to Mass Mutual Life Insurance. This sale is expected to be finalized by the end of 2012. There are to be no changes in the contacts or operations at this time. Once the sale is complete, should changes occur announcements will be circulated in a timely manner to alert participants and plan sponsors. To view a copy of this announcement, click here.
Hartford Life (aka: Hartford Life) Web Homepage
Hartford Life has NOT provided any link to its home office webpage. As soon as Hartford Life provides a weblink, we'll post it here immediately.
Investment Fund Information
The following web links have been provided by Hartford Life 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:
403(b) Investment Options
Hartford Life offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Hartford Life does NOT accept Roth 403(b) contributions.
Investment products of Hartford Life are marketed using the following approaches:
- End of List Declared by Hartford Life
Helpful Employee Resources
Hartford 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 Hartford 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 Hartford Life, please visit our General Hartford 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.
Hartford Life (aka: Hartford Life) - Dallas Status
If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.
Hartford Life Plan Number
When contacting Hartford Life or its local contacts, have ready your Dallas - Hartford Life GROUP NUMBER: To Be Determined
When contacting Hartford Life or its local contacts, you may require the Dallas EIN: 936000860
Dallas 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 Hartford Life on Dallas list of authorized vendors.
Request Additional Information from Hartford Life
Hartford Life has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
Hartford Life has NOT signed any Direct Information Sharing Agreement with Dallas or any Umbrella Information Sharing Agreement with CCC. Consequently, Hartford Life is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Dallas 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
Hartford Life has not provided copies of or links to any Vendor Forms. Please contact Hartford Life to request any forms you might need.
Dallas Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Dallas 403(b) Plan and much more on the Dallas Information Page, available by clicking here.