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Klamath County 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.

 

Klamath County 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 Klamath County - Jackson National PLAN OR GROUP NUMBER: To Be Determined

Klamath County 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.

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 Klamath County 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Klamath County requires a minimum monthly contribution of $50.00. Some Vendors may require minimum amounts higher than this while others may not (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:

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Jackson National to request your form.