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Perrydale School District

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 Web Homepage

Jefferson National Homepage may be accessed here .

Product Information

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

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Fee Information

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

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403(b) Investment Options

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

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Roth 403(b) Contribution Policy

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

Marketing Information

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

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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.


Jefferson National - Perrydale School District 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 Perrydale School District - Jefferson National PLAN OR GROUP NUMBER: To Be Determined

Perrydale School District EIN

When contacting Jefferson National or its local contacts, you may require the Perrydale School District EIN: 936000873

Perrydale 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 Jefferson National on Perrydale School District 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 Perrydale School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Perrydale School District 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 .

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.

Perrydale School District Vendor Information Page

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