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St Helens School District

Western National Life Insurance Company

This Vendor Page has not been approved by Western National Life Insurance Company,
but the information provided should be useful to you.

Western National Life Insurance Company - General Status

Western National Life Insurance Company Landing Pages

Product and Fee Information

Click the link(s) below for information on Western National Life Insurance Company products:

Marketing Information

Investment products of Western National Life Insurance Company are marketed using the following approaches:

Helpful Employee Resources

Western National Life Insurance Company 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 Western National Life Insurance Company 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 Western National Life Insurance Company, please visit our General Western National Life Insurance Company Page.

 

St Helens Status

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

Western National Life Insurance Company Plan Number

When contacting Western National Life Insurance Company or its local contacts, have ready your St Helens - Western National Life Insurance Company PLAN OR GROUP NUMBER: To Be Determined

St Helens 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.

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Western National Life Insurance Company has not provided a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Western National Life Insurance Company 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 St Helens 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

St Helens does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Western National Life Insurance Company does not require any monthly contribution amount .

403(b) Investment Options

Western National Life Insurance Company offers the following type(s) of 403(b) investment option:

Roth 403(b) Contribution Policy

Western National Life Insurance Company does NOT accept Roth 403(b) contributions.

St Helens Vendor Information Page

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