Jefferson National Financial Corp. 401(k) plans
2 retirement plans filed by Jefferson National Financial Corp. from 2009 to 2017: 1 moved its money into another plan and 1 ended.
Worked at Jefferson National Financial Corp.?
Enter your years. We show which plan covered you, where its money went, who to call, and draft a free letter to the plan. No Social Security number.
Its plans
Jefferson National Financial Corp. Savings Plan
401(k) · filed 2009 to 2017 · up to 141 people · employer ID 20-3289512, plan 002
In 2017, its money moved into the Nationwide Savings Plan.
Records then: Transamerica, per the 2017 report.
Jefferson National Financial Corp. Employee Stock Ownership Plan
Savings plan · filed 2009 to 2013 · up to 87 people · employer ID 20-3289512, plan 003
Filed its final report for 2013.
Questions
What happened to Jefferson National Financial Corp.'s older plans?
The Jefferson National Financial Corp. Savings Plan: In 2017, its money moved into the Nationwide Savings Plan. Accounts move with the money, so ask the plan that received it.
Can money still be in an old Jefferson National Financial Corp. plan that ended?
Yes. A plan that ends must pay out or move every account, but people who moved or never answered can be missed. The plan's last company, an IRA provider it used, PBGC or your state's unclaimed property office may hold it. The free search shows which, for your years.
What kinds of retirement plans did Jefferson National Financial Corp. have?
Its filings show 401(k) plans, filed 2009 to 2017.
Sources: 14 annual reports filed with the U.S. Department of Labor (Form 5500), 2009 to 2017; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 20-3289512. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Jefferson National Financial Corp. or the government.