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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.

General Status

Jefferson National plans to have continued involvement in the 403(b) market. Jefferson National has signed CCC's Umbrella ISA.

Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of Jefferson National are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

  • Jefferson National 457(b) Consumer Education Page
  • Jefferson National Calculators
  • To Be Determined

     

    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:

    • End of List

    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:

    • End of List

    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:

    • End of List

    Important: The list below represents those Employers in whose 403(b) Plans Jefferson National is classified as a Grandfathered Exchange Vendor:

    • End of List