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Symetra Financial
(aka: Symetra)
Vendor General Information

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

General Status

1/30/2017 Symetra is no longer marketing/opening new 403(b) or 457 (b) accounts as of February 1st, 2017. Symetra will continue to service existing accounts.

Symetra has provided this PDF documentation: View / Download

Landing Pages

Product and Fee Information

Click the link(s) below for information on Symetra products:

Marketing Information

Investment products of Symetra 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 Symetra Financial (aka: Symetra) is Eligible to Receive Contributions

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

  • End of List

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

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

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

Employers for which Symetra 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 Symetra is classified as an Orphaned Vendor:

  • End of List

Employers for which Symetra 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 Symetra is a Deselected Vendor.

Employers for which Symetra is a Grandfathered Vendor

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

  • End of List

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

  • End of List