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Umatilla School District

Nationwide Financial

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

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

Landing Pages

Product and Fee Information

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

Marketing Information

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

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

 

Umatilla Status

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

Umatilla Plan Number

When contacting Nationwide Financial to open an account, please reference Plan Number: To Be Determined

Umatilla 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

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

Roth 403(b) Contribution Policy

Nationwide Financial 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 Nationwide Financial to request your form.