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Western Reserve Life
(aka: Western Reserve Life)
Vendor General Information

This Vendor Page has not been approved by Western Reserve Life,
but the information provided should be useful to you.

General Status

Western Reserve life will be exiting the 403(b) market as of 2009. No further payments will be accepted into 403(b) accounts after the end of 2008.Western Reserve Life will continue to maintain existing accounts.

Landing Pages

Product and Fee Information

Click the link(s) below for information on Western Reserve Life products:

Marketing Information

Investment products of Western Reserve Life 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 Western Reserve Life (aka: Western Reserve Life) is Eligible to Receive Contributions

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

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

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Employers for which Western Reserve Life is Eligible to Receive Exchanges, Transfers, and Rollovers

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

Employers for which Western Reserve Life 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 Reserve Life is classified as an Orphaned Vendor:

Employers for which Western Reserve Life 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 Reserve Life is a Deselected Vendor.

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Employers for which Western Reserve Life is a Grandfathered Vendor

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

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

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