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CCC will be closed on Monday, May 28th in observance of Memorial Day.



Northwest Regional ESD

Jefferson National

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
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    NWRESD Status

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

    NWRESD Plan Number

    When contacting Jefferson National to open an account, please reference Plan Number: To Be Determined

    NWRESD Local Contacts

    The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

    Investment Options

    Jefferson National offers the following type(s) of investment option:

    Roth 403(b) Contribution Policy

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

    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 Jefferson National to request your form.