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



Yakima School District

Nationwide Financial

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

Nationwide Financial - General Status

Nationwide will no longer accept contributions to non-ERISA 403(b) accounts after December 31, 2008. Nationwide stopped accepting transfers and exchanges as of September 2007. Existing accounts may be maintained after December 31, 2008, but additional contributions will not be accepted. Nationwide will not sign ISA of third parties like CCC, but it remains unclear if they will have their own ISA available.

Nationwide Financial has provided this PDF documentation: View / Download

Nationwide Financial Landing Pages

Product and Fee Information

Click the link(s) below for information on Nationwide Financial products:

Marketing Information

Investment products of Nationwide Financial are marketed using the following approaches:

Helpful Employee Resources

Nationwide Financial 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 Nationwide Financial 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 Nationwide Financial, please visit our General Nationwide Financial Page.

 

YSD Status

Nationwide exited the 403(b) market at the end of 2008.

Nationwide Financial Plan Number

When contacting Nationwide Financial or its local contacts, have ready your YSD - Nationwide Financial PLAN OR GROUP NUMBER: To Be Determined

YSD 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

Nationwide Financial has NOT signed any Direct Information Sharing Agreement with YSD or any Umbrella Information Sharing Agreement with CCC. Consequently, Nationwide Financial is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into YSD 403(b) accounts.

Employer Minimum Contribution

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

Vendor Minimum Contribution

Nationwide Financial does not require any monthly contribution amount .

403(b) Investment Options

Nationwide Financial offers the following type(s) of 403(b) investment option:

Roth 403(b) Contribution Policy

Nationwide Financial does NOT accept Roth 403(b) contributions.

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 Nationwide Financial to request your form.