General Status
Western United Life no longer offers new 403b individual annuities, but will continue to administer existing accounts. They have signed CCC's Information Sharing Agreement.
Landing Pages
Product and Fee Information
Click the link(s) below for information on Western United products:
Marketing Information
Investment products of Western United are marketed using the following approaches:
Helpful Employee Resources
If available, CCC has linked the vendor's educational resources below:
To Be Determined
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Employers for which Western United Life (aka: Western United) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans Western United holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans Western United holds an Inactive Payroll Slot:
Employers for which Western United is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans Western United is eligible to receive exchanges, transfers, and rollover contributions because Western United has signed
CCC's Umbrella Information Sharing Agreement:
Employers for which Western United is an Orphaned Vendor
An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Western United is classified as an Orphaned Vendor:
Employers for which Western United is a Deselected Vendor
Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Western United is a Deselected Vendor.
Employers for which Western United is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans Western United is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans Western United is classified as a Grandfathered Exchange Vendor:
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