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:
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:
- End of List Declared by Jackson National
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.
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Jackson National
- Sweet Home School District Status
If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.
Jackson National Plan Number
When contacting Jackson National or its local contacts, have ready your Sweet Home School District - Jackson National PLAN OR GROUP NUMBER: To Be Determined
Sweet Home School District EIN
When contacting Jackson National or its local contacts, you may require the Sweet Home School District EIN: 936000669
Sweet Home School District 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 Sweet Home School District 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 Sweet Home School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
Sweet Home School District
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 LinksJackson National has not provided copies of or links to any Vendor Forms. Please contact Jackson National to request any forms you might need.
Sweet Home School District Vendor Information PageInformation concerning the contribution types, catch-ups, transactions allowed under the Sweet Home School District 403(b) Plan and much more on the Sweet Home School District Information Page, available by clicking here.
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