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CCC is closed on Monday, January 19th in observance of President's Day.



Banks School District

Jackson National

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

Jackson National - General Status

Jackson National has entered into a CCC Umbrella ISa and plans to continue in the 403(b) market.

Jackson National Landing Pages

Product and Fee Information

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

Marketing Information

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

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.

 

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 PLAN OR GROUP NUMBER: To Be Determined

Banks Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

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Jackson National has not provided a "contact us" link. 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 .

403(b) Investment Options

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

Roth 403(b) Contribution Policy

Jackson National does NOT accept Roth 403(b) contributions.

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.