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



Kennewick School District

New York Life

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

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 Landing Pages

Product and Fee Information

Click the link(s) below for information on New York Life products:

Marketing Information

Investment products of New York Life are marketed using the following approaches:

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.

 

Kennewick Status

If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

New York Life Plan Number

When contacting New York Life or its local contacts, have ready your Kennewick - New York Life PLAN OR GROUP NUMBER: 04637, 90631, T12363000

Kennewick 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.

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

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

Employer Minimum Contribution

Kennewick 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 .

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.

Kennewick Vendor Information Page

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