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 Homepage may be accessed here .
Click the link(s) below for information on Jackson National investment products:
Click the link(s) below for information on the fees associated with Jackson National accounts:
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.
Investment products of Jackson National are marketed using the following approaches:
- End of List Declared by Jackson National
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) - LBL ESD 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 LBL ESD - Jackson National GROUP NUMBER: To Be Determined
LBL ESD EIN
When contacting Jackson National or its local contacts, you may require the LBL ESD EIN: 936000628
LBL ESD 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 LBL ESD list of authorized vendors.
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 LBL ESD 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
does not require any monthly contribution amount
Jackson National has not provided copies of or links to any Vendor Forms. Please contact Jackson National to request any forms you might need.
LBL ESD Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the LBL ESD 403(b) Plan and much more on the LBL ESD Information Page, available by clicking here.