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)
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:
Fee Information
Click the link(s) below for information on the fees associated with Athene Annuity and Life Company (formerly Aviva) accounts:
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.
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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) PLAN OR 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 LinksAthene 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 PageInformation 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.
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