Carruth Compliance Consulting

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Eugene Public Schools

New York Life

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.

Marketing Approaches

  • Advisors

 

Eugene 4J Plan Number: 90959, and 05602

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