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CCC is closed on Monday, January 19th in observance of President's Day.



Jefferson School District

Horace Mann

This Vendor Page has not been approved by Horace Mann,
but the information provided should be useful to you.

Horace Mann - General Status

Horace Mann has signed the CCC Umbrella ISA.

Horace Mann Landing Pages

Product and Fee Information

Click the link(s) below for information on Horace Mann products:

Marketing Information

Investment products of Horace Mann are marketed using the following approaches:

Helpful Employee Resources

Horace Mann provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Horace Mann, please visit our General Horace Mann Page.

 

Jefferson Status

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

Horace Mann Plan Number

When contacting Horace Mann or its local contacts, have ready your Jefferson - Horace Mann PLAN OR GROUP NUMBER: To Be Determined

Jefferson 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

Horace Mann 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 Jefferson 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

Horace Mann requires a minimum monthly contribution of $25.00 .

403(b) Investment Options

Horace Mann offers the following type(s) of 403(b) investment option:

  • Fixed Annuities
  • Variable Annuities with a Fixed Account

Roth 403(b) Contribution Policy

Horace Mann accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.

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 Horace Mann to request your form.