Horace Mann (aka: Horace Mann) - General Status
Horace Mann has signed the CCC Umbrella ISA.
Horace Mann (aka: Horace Mann) Web Homepage
Horace Mann has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Horace Mann, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Horace Mann 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
Horace Mann offers the following type of 403(b) investment option:
- Fixed Annuities
- Variable Annuities with a Fixed Account
- End of List
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.
Marketing Information
Investment products of Horace Mann are marketed using the following approaches:
- End of List Declared by Horace Mann
Helpful Employee Resources
Horace Mann 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 Horace Mann 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 Horace Mann, please visit our General Horace Mann 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.
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Horace Mann (aka: Horace Mann) - McMinnville 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 McMinnville - Horace Mann GROUP NUMBER: To Be Determined
McMinnville EIN
When contacting Horace Mann or its local contacts, you may require the McMinnville EIN: 936001125
McMinnville 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 Horace Mann on McMinnville list of authorized vendors.
Request Additional Information from Horace Mann
Contact Horace Mann directly if you have additional questions about Horace Mann products or services.
Horace Mann has not provided us with any online contact methods. The moment they do, we'll post them here.
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 McMinnville 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
McMinnville
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
.
Vendor FormsHorace Mann has not provided copies of or links to any Vendor Forms. Please contact Horace Mann to request any forms you might need.
McMinnville Vendor Information PageInformation concerning the contribution types, catch-ups, transactions allowed under the McMinnville 403(b) Plan and much more on the McMinnville Information Page, available by clicking here.
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