Carruth Compliance Consulting

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

    Login   
Skip Navigation Links.

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



Molalla River School District

American Fidelity Assurance Company

This Vendor Page has not been approved by American Fidelity Assurance Company,
but the information provided should be useful to you.

American Fidelity Assurance Company - General Status

American Fidelity Assurance Company Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of American Fidelity are marketed using the following approaches:

Helpful Employee Resources

American Fidelity 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 American Fidelity, please visit our General American Fidelity Assurance Company Page.

 

Molalla River Status

If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

American Fidelity Assurance Company Plan Number

When contacting American Fidelity or its local contacts, have ready your Molalla River - American Fidelity Assurance Company PLAN OR GROUP NUMBER: 81779

Molalla River 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.

%IFNOT(VendorWebsites.VendorID)%$

American Fidelity has not provided a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

American Fidelity Assurance Company 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 Molalla River 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

American Fidelity Assurance Company requires a minimum monthly contribution of $25.00 , and a total minimum annual contribution of $300.00 .

403(b) Investment Options

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

  • Fixed Annuities
  • Variable Annuities with a Fixed Account
  • Variable Annuities without a Fixed Account

Roth 403(b) Contribution Policy

American Fidelity does NOT accept Roth 403(b) contributions.

Molalla River Vendor Information Page

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