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
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:
Fee Information
Click the link(s) below for information on the fees associated with Sunset Life accounts:
403(b) Investment Options
Sunset Life offers the following type(s) of 403(b) investment option:
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
- North Marion 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 North Marion - Sunset Life PLAN OR GROUP NUMBER: To Be Determined
North Marion EIN
When contacting Sunset Life or its local contacts, you may require the North Marion EIN: 936000759
North Marion 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 North Marion 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 North Marion 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
North Marion
requires a minimum monthly contribution of $10.00. Some Vendors may require minimum amounts higher than this while others may not (see below).
Vendor Minimum Contribution
Sunset Life
does not require any monthly contribution amount
.
Vendor Forms and Online Submissions LinksSunset Life has not provided copies of or links to any Vendor Forms. Please contact Sunset Life to request any forms you might need.
North Marion Vendor Information PageInformation concerning the contribution types, catch-ups, transactions allowed under the North Marion 403(b) Plan and much more on the North Marion Information Page, available by clicking here.
|