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Finley School District

Athene Annuity and Life Company (formerly Aviva)
(aka: Athene Annuity and Life Company (formerly Aviva))

This Vendor Page has not been approved by Athene Annuity and Life Company (formerly Aviva),
but the information provided should be useful to you.

Athene Annuity and Life Company (formerly Aviva) (aka: Athene Annuity and Life Company (formerly Aviva)) - General Status

Aviva Life and Annuity Company has changed it's name to Athene Annuity and Life Company effective 3/3/2014. The press release regarding change is available by clicking here.

Aviva (now Athene) has an Umbrella ISA with CCC that applies to ALL of CCC's client Employers.

Athene Annuity and Life Company (formerly Aviva) (aka: Athene Annuity and Life Company (formerly Aviva)) Web Homepage

Athene Annuity and Life Company (formerly Aviva) Homepage may be accessed here .

Product Information

Click the link(s) below for information on Athene Annuity and Life Company (formerly Aviva) investment products:

  • End of List

Fee Information

Click the link(s) below for information on the fees associated with Athene Annuity and Life Company (formerly Aviva) accounts:

  • End of List

403(b) Investment Options

Athene Annuity and Life Company (formerly Aviva) offers the following type(s) of 403(b) investment option:

  • Fixed Annuities
  • End of List

Roth 403(b) Contribution Policy

Athene Annuity and Life Company (formerly Aviva) does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Athene Annuity and Life Company (formerly Aviva) are marketed using the following approaches:

  • End of List Declared by Athene Annuity and Life Company (formerly Aviva)

Helpful Employee Resources

Athene Annuity and Life Company (formerly Aviva) provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Athene Annuity and Life Company (formerly Aviva), please visit our General Athene Annuity and Life Company (formerly Aviva) 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.

 

Athene Annuity and Life Company (formerly Aviva) (aka: Athene Annuity and Life Company (formerly Aviva)) - Finley School District Status

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

Athene Annuity and Life Company (formerly Aviva) Plan Number

When contacting Athene Annuity and Life Company (formerly Aviva) or its local contacts, have ready your Finley School District - Athene Annuity and Life Company (formerly Aviva) GROUP NUMBER: To Be Determined

Finley School District EIN

When contacting Athene Annuity and Life Company (formerly Aviva) or its local contacts, you may require the Finley School District EIN: 916001572

Finley School District 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 Athene Annuity and Life Company (formerly Aviva) on Finley School District list of authorized vendors.

Request Additional Information from Athene Annuity and Life Company (formerly Aviva)

Contact Athene Annuity and Life Company (formerly Aviva) directly if you have additional questions about Athene Annuity and Life Company (formerly Aviva) products or services.

Information Sharing Agreement, If Applicable

Athene Annuity and Life Company (formerly Aviva) 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 Finley School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Finley School District does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Athene Annuity and Life Company (formerly Aviva) requires a minimum monthly contribution of $50.00 .

Vendor Forms and Online Submissions Links

Athene Annuity and Life Company (formerly Aviva) has not provided copies of or links to any Vendor Forms. Please contact Athene Annuity and Life Company (formerly Aviva) to request any forms you might need.

Finley School District Vendor Information Page

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