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Culver School District

Symetra Financial

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

Symetra Financial - 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 Financial Landing Pages

Product and Fee Information

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

Marketing Information

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.

 

Culver 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 Culver - Symetra Financial PLAN OR GROUP NUMBER: To Be Determined

Culver Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

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

Employer Minimum Contribution

Culver 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 .

403(b) Investment Options

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

  • Fixed Annuities
  • Variable Annuities with a Fixed Account

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Symetra to request your form.