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Jefferson National
(aka: Jefferson National)
Vendor General Information

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

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 Homepage may be accessed here .

Product Information

Click the link(s) below for information on Jefferson National investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Jefferson National accounts:

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403(b) Investment Options

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

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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:

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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 Forms and Online Submissions Links

Jefferson National has not provided copies of or links to any Vendor Forms. Please contact Jefferson National to request any forms you might need.

 

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:

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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:

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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.

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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:

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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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