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.
Click the link(s) below for information on Nationwide Financial investment products:
Click the link(s) below for information on the fees associated with Nationwide Financial accounts:
403(b) Investment Options
Nationwide Financial offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
Nationwide Financial does NOT accept Roth 403(b) contributions.
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
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 provided us with any online contact methods. 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
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
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.