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Willamette ESD

Symetra Financial
(aka: Symetra)

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

Symetra Financial (aka: Symetra) - General Status

8/7/2013 CCC has learned that Symetra is not opening new employer plans in the 403(b) market. They will continue to service existing employer plans, but if an employer does not have an existing relationship with Symetra (such as a current or former payroll slot)a new plan cannot be established for the opening of accounts.

If you wish to make an exchange, rollover, or transfer to this vendor, please check if a plan is in place for the employer at Symetra. This can be done by checking if a plan or group number exists for the employer (if one is listed, a relationship exists). If you do not see a plan number listed and have questions, please contact CCC.

Symetra Financial (aka: Symetra) Web Homepage

Symetra Homepage may be accessed here .

Product Information

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

  • End of List

Fee Information

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

  • End of List

403(b) Investment Options

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

  • Fixed Annuities
  • Variable Annuities with a Fixed Account
  • End of List

Roth 403(b) Contribution Policy

Symetra 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 Symetra are marketed using the following approaches:

  • End of List Declared by Symetra

Helpful Employee Resources

Symetra 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 Symetra 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 Symetra, please visit our General Symetra Financial 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.

 

Symetra Financial (aka: Symetra) - WESD Status

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

Symetra Financial Plan Number

When contacting Symetra or its local contacts, have ready your WESD - Symetra Financial GROUP NUMBER: To Be Determined

WESD EIN

When contacting Symetra or its local contacts, you may require the WESD EIN: 936002529

WESD 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 Symetra on WESD list of authorized vendors.

Request Additional Information from Symetra Financial

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

Information Sharing Agreement, If Applicable

Symetra Financial 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 WESD 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

Symetra Financial does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

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

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

WESD Vendor Information Page

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