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:

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403(b) Investment Options

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

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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:

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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.

Jackson National (aka: Jackson National) - Banks Status

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

Jackson National Plan Number

When contacting Jackson National or its local contacts, have ready your Banks - Jackson National GROUP NUMBER: To Be Determined

Banks EIN

When contacting Jackson National or its local contacts, you may require the Banks EIN: 936002387

Banks Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Jackson National on Banks list of authorized vendors.

• Main Online Company Contact Info

Request Additional Information from Jackson National

Contact Jackson National directly if you have additional questions about Jackson National products or services.

Jackson National has not provided us with any online contact methods. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Jackson National 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 Banks 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

Jackson National does not require any monthly contribution amount .

Vendor Forms

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

Banks Vendor Information Page

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