Carruth Compliance Consulting

     Retirement Readiness      For Employees      For Employers      For Vendors      About Us      Contact Us 

    Login   
Skip Navigation Links.

Forest Grove School District

MetLife
(aka: MetLife)

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

MetLife (aka: MetLife) - General Status

MetLife has not yet posted a company statement or 403(b) market status update at this time.

MetLife (aka: MetLife) Web Homepage

MetLife Homepage may be accessed here .

Product Information

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

Fee Information

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

  • End of List

403(b) Investment Options

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

  • Variable Annuities with a Fixed Account
  • End of List

Roth 403(b) Contribution Policy

MetLife accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.

Marketing Information

Investment products of MetLife are marketed using the following approaches:

  • End of List Declared by MetLife

Helpful Employee Resources

MetLife provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with MetLife, please visit our General MetLife 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.

 

MetLife (aka: MetLife) - Forest Grove Status

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

MetLife Plan Number

When contacting MetLife or its local contacts, have ready your Forest Grove - MetLife GROUP NUMBER: 862228

Forest Grove EIN

When contacting MetLife or its local contacts, you may require the Forest Grove EIN: 930566292

Forest Grove Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for MetLife on Forest Grove list of authorized vendors.

Request Additional Information from MetLife

Contact MetLife directly if you have additional questions about MetLife products or services.

Information Sharing Agreement, If Applicable

MetLife 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 Forest Grove 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Forest Grove does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

MetLife does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

MetLife has supplied the following forms which may be PDFs or online submittals:

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

Forest Grove Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Forest Grove 403(b) Plan and much more on the Forest Grove Information Page, available by clicking here.