New York Life (aka: 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.
New York Life (aka: New York Life) Web Homepage
New York Life Homepage may be accessed here .
Click the link(s) below for information on New York Life investment products:
Click the link(s) below for information on the fees associated with New York Life accounts:
403(b) Investment Options
New York Life offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
New York Life does NOT accept Roth 403(b) contributions.
Investment products of New York Life are marketed using the following approaches:
- End of List Declared by New York Life
Helpful Employee Resources
New York 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 New York 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 New York Life, please visit our General New York 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.
New York Life (aka: New York Life) - Oregon City Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
New York Life Plan Number
When contacting New York Life or its local contacts, have ready your Oregon City - New York Life PLAN OR GROUP NUMBER: T02867000
Oregon City EIN
When contacting New York Life or its local contacts, you may require the Oregon City EIN: 936000264
Oregon City 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 New York Life on Oregon City list of authorized vendors.
Request Additional Information from New York Life
Contact New York Life directly if you have additional questions about New York Life products or services.
Information Sharing Agreement, If Applicable
New York Life 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 Oregon City 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
requires a minimum monthly contribution of $25.00. Some Vendors may require minimum amounts higher than this while others may not (see below).
Vendor Minimum Contribution
New York Life
does not require any monthly contribution amount
Vendor Forms and Online Submissions Links
New York Life has not provided copies of or links to any Vendor Forms. Please contact New York Life to request any forms you might need.
Oregon City Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Oregon City 403(b) Plan and much more on the Oregon City Information Page, available by clicking here.