- General Status
Jefferson National plans to have continued involvement in the 403(b) market. Jefferson National has signed CCC's Umbrella ISA.
Jefferson National Homepage may be accessed here .
Click the link(s) below for information on Jefferson National investment products:
Click the link(s) below for information on the fees associated with Jefferson National accounts:
403(b) Investment Options
Jefferson National offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
Jefferson National does NOT accept Roth 403(b) contributions.
Investment products of Jefferson National are marketed using the following approaches:
- End of List Declared by Jefferson National
Helpful Employee Resources
Jefferson 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 Jefferson 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 Jefferson National, please visit our General Jefferson 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.
- Dallas Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
Jefferson National Plan Number
When contacting Jefferson National or its local contacts, have ready your Dallas - Jefferson National PLAN OR GROUP NUMBER: To Be Determined
When contacting Jefferson National or its local contacts, you may require the Dallas EIN: 936000860
Dallas 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 Jefferson National on Dallas list of authorized vendors.
Request Additional Information from Jefferson National
Contact Jefferson National directly if you have additional questions about Jefferson National products or services.
Information Sharing Agreement, If Applicable
Jefferson 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 Dallas 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
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
Vendor Forms and Online Submissions Links
Jefferson National has not provided copies of or links to any Vendor Forms. Please contact Jefferson National to request any forms you might need.
Dallas Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Dallas 403(b) Plan and much more on the Dallas Information Page, available by clicking here.