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New York Life
(aka: New York Life)
Vendor General Information

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

New York Life (aka: New York Life) - General Status

New York Life will definitely remain in the 403(b) market in the new regulatory environment. New York Life has entered into an Umbrella ISA with CCC (version 11/13/07). They are reviewing an updated version of the Umbrella ISA at this time that will replace the older version once it is returned.

CCC has been informed that New York Life requires original signatures on all of its forms.

New York Life (aka: New York Life) Web Homepage

New York Life Homepage may be accessed here .

Product Information

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

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Fee Information

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

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403(b) Investment Options

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

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Roth 403(b) Contribution Policy

New York Life does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of New York Life are marketed using the following approaches:

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Helpful Employee Resources

New York 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 New York 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 New York Life, please visit our General New York 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

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

 

Employers for which New York Life (aka: New York Life) is Eligible to Receive Contributions

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

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

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

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

Employers for which New York 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 New York Life is classified as an Orphaned Vendor:

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Employers for which New York 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 New York Life is a Deselected Vendor.

Employers for which New York Life is a Grandfathered Vendor

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

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

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