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CCC is closed on Monday, January 19th in observance of President's Day.



Eugene Public Schools

Jefferson National

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

Jefferson National - General Status

Jefferson National plans to have continued involvement in the 403(b) market. Jefferson National has signed CCC's Umbrella ISA.

Jefferson National Landing Pages

Product and Fee Information

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

Marketing Information

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

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.

 

Eugene 4J 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 Eugene 4J - Jefferson National PLAN OR GROUP NUMBER: To Be Determined

Eugene 4J Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

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 Eugene 4J 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Eugene 4J does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Jefferson National does not require any monthly contribution amount .

403(b) Investment Options

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

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 Jefferson National to request your form.