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Jefferson School District

Sunset Life
(aka: Sunset Life)

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

Sunset Life (aka: Sunset Life) - General Status

Sunset Life plans to have continued involvement in the 403(b) market. Sunset Life has entered into an Umbrella Information Sharing Agreement with CCC.

Sunset Life (aka: Sunset Life) Web Homepage

Sunset Life has NOT provided any link to its home office webpage at this time.

Product Information

Click the link(s) below for information on Sunset Life investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Sunset Life accounts:

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403(b) Investment Options

Sunset Life offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

Sunset Life does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Sunset Life are marketed using the following approaches:

  • End of List Declared by Sunset Life

Helpful Employee Resources

Sunset 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 Sunset 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 Sunset Life, please visit our General Sunset 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.


Sunset Life (aka: Sunset Life) - Jefferson Status

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

Sunset Life Plan Number

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

Jefferson EIN

When contacting Sunset Life or its local contacts, you may require the Jefferson EIN: 936000758

Jefferson 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 Sunset Life on Jefferson list of authorized vendors.

Request Additional Information from Sunset Life

Sunset Life has not a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Sunset 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 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

Sunset Life does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

Sunset Life has not provided copies of or links to any Vendor Forms. Please contact Sunset Life to request any forms you might need.

Jefferson Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Jefferson 403(b) Plan and much more on the Jefferson Information Page, available by clicking here.