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OM Financial Life
(aka: OM Financial Life)
Vendor General Information

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

OM Financial Life (aka: OM Financial Life) - General Status

OM Financial Life is accepting exchange 403(b) business and will accept contributions for existing clients providing they have an ISA on file or are a named active or inactive vendor. As of January of 2008, OM Financial Life had a payroll slot in the 403(b) Plan of one CCC Client Employer (Pilot Rock School District). OM Financial Life has declined to enter into an Umbrella Agreement with CCC, so it remains up to Pilot Rock and/or other CCC Client Employers as to whether or not they enter into Direct to Employer ISAs with OM Financial Life.

OM Financial Life (aka: OM Financial Life) Web Homepage

OM Financial Life has NOT provided any link to its home office webpage at this time.

Product Information

Click the link(s) below for information on OM Financial Life investment products:

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Fee Information

Click the link(s) below for information on the fees associated with OM Financial Life accounts:

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403(b) Investment Options

OM Financial Life offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

OM Financial Life does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of OM Financial Life are marketed using the following approaches:

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Helpful Employee Resources

OM Financial Life has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment OM Financial Life provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with OM Financial Life, please visit our General OM Financial Life 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.

Vendor Forms and Online Submissions Links

OM Financial Life has not provided copies of or links to any Vendor Forms. Please contact OM Financial Life to request any forms you might need.

 

Employers for which OM Financial Life (aka: OM Financial Life) is Eligible to Receive Contributions

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

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

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

Important: The list below represents those Employers in whose 403(b) Plans OM Financial Life is eligible to receive exchanges, transfers, and rollover contributions because OM Financial Life has signed a Direct Information Sharing Agreement with Employers in this list:

Employers for which OM Financial 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 OM Financial Life is classified as an Orphaned Vendor:

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Employers for which OM Financial 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 OM Financial Life is a Deselected Vendor.

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Employers for which OM Financial Life is a Grandfathered Vendor

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

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

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