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National Life Insurance Company
(aka: National Life)
Vendor General Information

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

National Life Insurance Company (aka: National Life) - General Status

National Life Insurance Company maintains limited involvement in the 403(b) market, will accept contributions into and maintain existing accounts, but will not open new accounts. National Life has signed CCC's Umbrella ISA and CCC's Good Faith Compliance Resolution.

National Life Insurance Company (aka: National Life) Web Homepage

National Life Homepage may be accessed here .

Product Information

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

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Fee Information

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

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403(b) Investment Options

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

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Roth 403(b) Contribution Policy

National Life does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of National Life are marketed using the following approaches:

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Helpful Employee Resources

National 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 National 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 National Life, please visit our General National Life Insurance Company 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

National Life Insurance Company has supplied the following forms which may be PDFs or online submittals:

Please contact National Life to request any other type of forms you might need.

 

Employers for which National Life Insurance Company (aka: National Life) is Eligible to Receive Contributions

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

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

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

Important: The list below represents those Employers in whose 403(b) Plans National Life is eligible to receive exchanges, transfers, and rollover contributions because National Life has signed CCC's Umbrella Information Sharing Agreement:

Employers for which National 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 National Life is classified as an Orphaned Vendor:

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Employers for which National 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 National Life is a Deselected Vendor.

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Employers for which National Life is a Grandfathered Vendor

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

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

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