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Banks School District

Jackson National

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

Jackson National - General Status

Jackson National has entered into a CCC Umbrella ISa and plans to continue in the 403(b) market.

Jackson National Web Homepage

Jackson National Homepage may be accessed here .

Product Information

Click the link(s) below for information on Jackson National investment products:

Fee Information

Click the link(s) below for information on the fees associated with Jackson National accounts:

403(b) Investment Options

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

  • End of List

Roth 403(b) Contribution Policy

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

Marketing Information

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

Helpful Employee Resources

Jackson 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 Jackson 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 Jackson National, please visit our General Jackson 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.


Jackson National - Banks Status

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

Jackson National Plan Number

When contacting Jackson National or its local contacts, have ready your Banks - Jackson National PLAN OR GROUP NUMBER: To Be Determined

Banks EIN

When contacting Jackson National or its local contacts, you may require the Banks EIN: 936002387

Banks 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 Jackson National on Banks list of authorized vendors.

Request Additional Information from Jackson National

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

Information Sharing Agreement, If Applicable

Jackson 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 Banks 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

Jackson National does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

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

Banks Vendor Information Page

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