Carruth Compliance Consulting

     Retirement Readiness      For Employees      For Employers      For Vendors      About Us      Contact Us 

    Login   
Skip Navigation Links.
Click here to obtain a CCC Authorization Voucher.

Fortis Financial Group
(aka: Fortis Financial)
Vendor General Information

This Vendor Page has not been approved by Fortis Financial Group,
but the information provided should be useful to you.

General Status

Fortis Financial Group was acquired by The Hartford Financial Services Group ("The Hartford") in January of 2001. However, Seattle Public Schools maintained internally a 403(b) Vendor named Fortis/Hartford, which explains why the Vendor name Fortis Financial Group remains listed in the CCC comprehensive list of Vendors.

Landing Pages

Product and Fee Information

Click the link(s) below for information on Fortis Financial products:

Marketing Information

Investment products of Fortis Financial are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

To Be Determined

 

Employers for which Fortis Financial Group (aka: Fortis Financial) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans Fortis Financial holds an Active Payroll Slot:

  • End of List

Important: The list below represents those Employers in whose 403(b) Plans Fortis Financial holds an Inactive Payroll Slot:

  • End of List

Employers for which Fortis Financial is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Fortis Financial is eligible to receive exchanges, transfers, and rollover contributions because Fortis Financial has signed

Employers for which Fortis Financial 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 Fortis Financial is classified as an Orphaned Vendor:

  • End of List

Employers for which Fortis Financial 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 Fortis Financial is a Deselected Vendor.

Employers for which Fortis Financial is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans Fortis Financial is classified as a Grandfathered Contribution Vendor:

  • End of List

Important: The list below represents those Employers in whose 403(b) Plans Fortis Financial is classified as a Grandfathered Exchange Vendor:

  • End of List