Jackson National (aka: Jackson National) - General Status
Jackson National has entered into a CCC Umbrella ISa and plans to continue in the 403(b) market.
Jackson National (aka: Jackson National) Web Homepage
Jackson National has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Jackson National, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Jackson National to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Jackson National offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Jackson National does NOT accept Roth 403(b) contributions.
Marketing Information
Investment products of Jackson National are marketed using the following approaches:
- End of List Declared by Jackson National
Helpful Employee Resources
Jackson National 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 Jackson National 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 Jackson National, please visit our General Jackson National 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.
Vendor FormsJackson National has not provided copies of or links to any Vendor Forms. Please contact Jackson National to request any forms you might need.
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Employers for which Jackson National (aka: Jackson National) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans Jackson National holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans Jackson National holds an Inactive Payroll Slot:
Employers for which Jackson National is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans Jackson National is eligible to receive exchanges, transfers, and rollover contributions because Jackson National has signed
CCC's Umbrella Information Sharing Agreement:
Employers for which Jackson National is an Orphaned Vendor
An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Jackson National is classified as an Orphaned Vendor:
Employers for which Jackson National is a Deselected Vendor
Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Jackson National is a Deselected Vendor.
Employers for which Jackson National is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans Jackson National is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans Jackson National is classified as a Grandfathered Exchange Vendor:
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