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Jefferson County School District 509-J

Great American Financial Resources
(aka: Great American)

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

Great American Financial Resources (aka: Great American) - General Status

Great American Financial Resources has entered into an Umbrella Information Sharing Agreement with CCC.

Great American Financial Resources (aka: Great American) Web Homepage

Great American Homepage may be accessed here .

Product Information

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

  • End of List

Fee Information

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

  • End of List

403(b) Investment Options

Great American 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

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

Marketing Information

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

  • Agents Who Are Contracted with the Vendor
  • Seminars, Meetings, and/or Brochure Distribution
  • Websites
  • End of List Declared by Great American

Helpful Employee Resources

Great American 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 Great American, please visit our General Great American Financial Resources 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.

 

Great American Financial Resources (aka: Great American) - JCSD 509-J Status

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

Great American Financial Resources Plan Number

When contacting Great American or its local contacts, have ready your JCSD 509-J - Great American Financial Resources GROUP NUMBER: To Be Determined

JCSD 509-J EIN

When contacting Great American or its local contacts, you may require the JCSD 509-J EIN: 936000537

JCSD 509-J 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 Great American on JCSD 509-J list of authorized vendors.

Request Additional Information from Great American Financial Resources

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

Information Sharing Agreement, If Applicable

Great American Financial Resources 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 JCSD 509-J 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

JCSD 509-J does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Great American Financial Resources requires a minimum monthly contribution of $50.00 , and a total minimum annual contribution of $600.00 .

Vendor Forms and Online Submissions Links

Great American Financial Resources has supplied the following forms which may be PDFs or online submittals:

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

JCSD 509-J Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the JCSD 509-J 403(b) Plan and much more on the JCSD 509-J Information Page, available by clicking here.