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Eugene Public Schools

New York Life

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

General Status

New York Life will definitely remain in the 403(b) market in the new regulatory environment. New York Life has entered into an Umbrella ISA with CCC (version 11/13/07). They are reviewing an updated version of the Umbrella ISA at this time that will replace the older version once it is returned.

CCC has been informed that New York Life requires original signatures on all of its forms.

Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of New York Life are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

  • New York Life Calculators
  •  

    Eugene 4J Status

    If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

    Eugene 4J Plan Number

    When contacting New York Life to open an account, please reference Plan Number: 90959, and 05602

    Eugene 4J Local Contacts

    The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

    Investment Options

    New York Life offers the following type(s) of investment option:

    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 New York Life to request your form.