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CCC is closed on Monday, January 19th in observance of President's Day.



Klamath County School District

New York Life

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

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 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

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.

 

Klamath County Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

New York Life Plan Number

When contacting New York Life or its local contacts, have ready your Klamath County - New York Life PLAN OR GROUP NUMBER: T10569000, T10569001

Klamath County Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

Information Sharing Agreement, If Applicable

New York Life has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Klamath County 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Klamath County requires a minimum monthly contribution of $50.00. Some Vendors may require minimum amounts higher than this while others may not (see below).

Vendor Minimum Contribution

New York Life does not require any monthly contribution amount .

403(b) Investment Options

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

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact New York Life to request your form.