- 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
Symetra Homepage may be accessed here .
Click the link(s) below for information on Symetra investment products:
Click the link(s) below for information on the fees associated with Symetra accounts:
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.
Investment products of Symetra are marketed using the following approaches:
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.
- 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 PLAN OR GROUP NUMBER: To Be Determined
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
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
does not require any monthly contribution amount
Vendor Forms and Online Submissions Links
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.