MassMutual Financial Group (aka: MassMutual) - General Status
MassMutual definitely plans to remain in the 403(b) market. The MassMutual 403(b) investments will be limited to Artistry deferred variable annuity contracts. MassMutual submitted a CCC Umbrella HH-ISA on 2/9/2009 and the agreement was posted to the CCC website on 2/18/2009.
MassMutual Financial Group (aka: MassMutual) Web Homepage
MassMutual Homepage may be accessed here .
Click the link(s) below for information on MassMutual investment products:
Click the link(s) below for information on the fees associated with MassMutual accounts:
403(b) Investment Options
MassMutual offers the following type(s) of 403(b) investment option:
- Fixed Annuities
- End of List
Roth 403(b) Contribution Policy
MassMutual does NOT accept Roth 403(b) contributions.
Investment products of MassMutual are marketed using the following approaches:
- End of List Declared by MassMutual
Helpful Employee Resources
MassMutual 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 MassMutual, please visit our General MassMutual Financial Group 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.
MassMutual Financial Group (aka: MassMutual) - Oregon City Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
MassMutual Financial Group Plan Number
When contacting MassMutual or its local contacts, have ready your Oregon City - MassMutual Financial Group GROUP NUMBER: SE0004962
Oregon City EIN
When contacting MassMutual or its local contacts, you may require the Oregon City EIN: 936000264
Oregon City 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 MassMutual on Oregon City list of authorized vendors.
Request Additional Information from MassMutual Financial Group
Contact MassMutual directly if you have additional questions about MassMutual products or services.
Information Sharing Agreement, If Applicable
MassMutual Financial Group 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 Oregon City 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
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
MassMutual Financial Group
requires a minimum monthly contribution of $50.00
, and a total minimum annual contribution of $600.00
Vendor Forms and Online Submissions Links
MassMutual Financial Group has supplied the following forms which may be PDFs or online submittals:
Please contact MassMutual to request any other type of forms you might need.
Oregon City Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Oregon City 403(b) Plan and much more on the Oregon City Information Page, available by clicking here.