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Morrow County School District

MassMutual Financial Group
(aka: MassMutual)

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

MassMutual Financial Group (aka: MassMutual) - General Status

MassMutual definitely plans to remain in the 403(b) market. The MassMutual 403(b) investments will be limited to Artistry deferred variable annuity contracts. MassMutual submitted a CCC Umbrella HH-ISA on 2/9/2009 and the agreement was posted to the CCC website on 2/18/2009.

MassMutual Financial Group (aka: MassMutual) Web Homepage

MassMutual Homepage may be accessed here .

Product Information

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

Fee Information

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

  • End of List

403(b) Investment Options

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

  • Fixed Annuities
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Roth 403(b) Contribution Policy

MassMutual does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of MassMutual are marketed using the following approaches:

  • End of List Declared by MassMutual

Helpful Employee Resources

MassMutual 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 MassMutual, please visit our General MassMutual Financial Group 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.

 

MassMutual Financial Group (aka: MassMutual) - Morrow County School District Status

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

MassMutual Financial Group Plan Number

When contacting MassMutual or its local contacts, have ready your Morrow County School District - MassMutual Financial Group GROUP NUMBER: To Be Determined

Morrow County School District EIN

When contacting MassMutual or its local contacts, you may require the Morrow County School District EIN: 936000821

Morrow County School District 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 MassMutual on Morrow County School District list of authorized vendors.

Request Additional Information from MassMutual Financial Group

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

Information Sharing Agreement, If Applicable

MassMutual Financial Group 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 Morrow County School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Morrow County School District does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

MassMutual Financial Group requires a minimum monthly contribution of $50.00 , and a total minimum annual contribution of $600.00 .

Vendor Forms and Online Submissions Links

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

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

Morrow County School District Vendor Information Page

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