Jefferson National (aka: Jefferson National) - General Status

Jefferson National plans to have continued involvement in the 403(b) market. Jefferson National has signed CCC's Umbrella ISA.

Jefferson National (aka: Jefferson National) Web Homepage

Jefferson National has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Jefferson 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 Jefferson 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:

• Prospectuses
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403(b) Investment Options

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

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Roth 403(b) Contribution Policy

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

Marketing Information

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

• End of List Declared by Jefferson National

Helpful Employee Resources

Jefferson 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 Jefferson 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 Jefferson National, please visit our General Jefferson 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.

Jefferson National (aka: Jefferson National) - David Douglas Status

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

Jefferson National Plan Number

When contacting Jefferson National or its local contacts, have ready your David Douglas - Jefferson National GROUP NUMBER: To Be Determined

David Douglas EIN

When contacting Jefferson National or its local contacts, you may require the David Douglas EIN: 936014226

David Douglas 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 Jefferson National on David Douglas list of authorized vendors.

• Main Online Company Contact Info

Request Additional Information from Jefferson National

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

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

Information Sharing Agreement, If Applicable

Jefferson 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 David Douglas 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

Jefferson National does not require any monthly contribution amount .

Vendor Forms

Jefferson National has supplied the following forms which may be PDFs or online submittals:

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Please contact Jefferson National to request any other type of forms you might need.

David Douglas Vendor Information Page

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