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 .
Click the link(s) below for information on Great American investment products:
Click the link(s) below for information on the fees associated with Great American accounts:
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.
Investment products of Great American are marketed using the following approaches:
- Agents Who Are Contracted with the Vendor
- Seminars, Meetings, and/or Brochure Distribution
- 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) - Perrydale School District 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 Perrydale School District - Great American Financial Resources PLAN OR GROUP NUMBER: To Be Determined
Perrydale School District EIN
When contacting Great American or its local contacts, you may require the Perrydale School District EIN: 936000873
Perrydale 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 Great American on Perrydale School District 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 Perrydale School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
Perrydale School District
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.
Perrydale School District Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Perrydale School District 403(b) Plan and much more on the Perrydale School District Information Page, available by clicking here.