Jefferson National (aka: Jefferson National) - General Status
Jefferson National plans to have continued involvement in the 403(b) market. Jefferson National has signed CCC's Umbrella ISA.
Jefferson National (aka: Jefferson National) Web Homepage
Jefferson National has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Jefferson 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 Jefferson 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
Jefferson National offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Jefferson National does NOT accept Roth 403(b) contributions.
Marketing Information
Investment products of Jefferson National are marketed using the following approaches:
- End of List Declared by Jefferson National
Helpful Employee Resources
Jefferson 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 Jefferson 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 Jefferson National, please visit our General Jefferson 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 FormsJefferson National has supplied the following forms which may be PDFs or online submittals: Please contact Jefferson National to request any other type of forms you might need.
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Employers for which Jefferson National (aka: Jefferson National) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans Jefferson National holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans Jefferson National holds an Inactive Payroll Slot:
Employers for which Jefferson National is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans Jefferson National is eligible to receive exchanges, transfers, and rollover contributions because Jefferson National has signed
CCC's Umbrella Information Sharing Agreement:
Employers for which Jefferson 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 Jefferson National is classified as an Orphaned Vendor:
Employers for which Jefferson 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 Jefferson National is a Deselected Vendor.
Employers for which Jefferson National is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans Jefferson National is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans Jefferson National is classified as a Grandfathered Exchange Vendor:
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