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Umatilla School District

Nationwide Financial
(aka: Nationwide Financial)

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

Nationwide Financial (aka: Nationwide Financial) - General Status

Nationwide will no longer accept contributions to non-ERISA 403(b) accounts after December 31, 2008. Nationwide stopped accepting transfers and exchanges as of September 2007. Existing accounts may be maintained after December 31, 2008, but additional contributions will not be accepted. Nationwide will not sign ISA of third parties like CCC, but it remains unclear if they will have their own ISA available.

Nationwide Financial has provided this PDF documentation: View / Download

Nationwide Financial (aka: Nationwide Financial) Web Homepage

Nationwide Financial has NOT provided any link to its home office webpage at this time.

Product Information

Click the link(s) below for information on Nationwide Financial investment products:

  • End of List

Fee Information

Click the link(s) below for information on the fees associated with Nationwide Financial accounts:

  • End of List

403(b) Investment Options

Nationwide Financial offers the following type(s) of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

Nationwide Financial does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Nationwide Financial are marketed using the following approaches:

  • End of List Declared by Nationwide Financial

Helpful Employee Resources

Nationwide Financial 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 Nationwide Financial 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 Nationwide Financial, please visit our General Nationwide Financial 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.

 

Nationwide Financial (aka: Nationwide Financial) - Umatilla Status

If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

Nationwide Financial Plan Number

When contacting Nationwide Financial or its local contacts, have ready your Umatilla - Nationwide Financial GROUP NUMBER: To Be Determined

Umatilla EIN

When contacting Nationwide Financial or its local contacts, you may require the Umatilla EIN: 936000933

Umatilla 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 Nationwide Financial on Umatilla list of authorized vendors.

Request Additional Information from Nationwide Financial

Nationwide Financial has not a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Nationwide Financial has NOT signed any Direct Information Sharing Agreement with Umatilla or any Umbrella Information Sharing Agreement with CCC. Consequently, Nationwide Financial is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Umatilla 403(b) accounts.

Employer Minimum Contribution

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

Vendor Minimum Contribution

Nationwide Financial does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

Nationwide Financial has not provided copies of or links to any Vendor Forms. Please contact Nationwide Financial to request any forms you might need.

Umatilla Vendor Information Page

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