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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.

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.

Landing Pages

Product and Fee Information

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

Marketing Information

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

Helpful Employee Resources

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

  • New York Life Calculators
  • To Be Determined

     

    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:

    • End of List

    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:

    • End of List

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