Kansas City Life (aka: Kansas City Life) - General Status
Kansacs City Life has signed an Umbrella Information Sharing Agreement with Carruth Compliance Consulting.
Kansas City Life (aka: Kansas City Life) Web Homepage
Kansas City Life Homepage may be accessed here .
Click the link(s) below for information on Kansas City Life investment products:
Click the link(s) below for information on the fees associated with Kansas City Life accounts:
403(b) Investment Options
Kansas City Life offers the following type(s) of 403(b) investment option:
- Fixed Annuities
- Variable Annuities with a Fixed Account
- Variable Annuities without a Fixed Account
- End of List
Roth 403(b) Contribution Policy
Kansas City Life accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.
Investment products of Kansas City Life are marketed using the following approaches:
- End of List Declared by Kansas City Life
Helpful Employee Resources
Kansas City Life provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with Kansas City Life, please visit our General Kansas City Life 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.
Kansas City Life (aka: Kansas City Life) - Clackamas ESD Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
Kansas City Life Plan Number
When contacting Kansas City Life or its local contacts, have ready your Clackamas ESD - Kansas City Life GROUP NUMBER: To Be Determined
Clackamas ESD EIN
When contacting Kansas City Life or its local contacts, you may require the Clackamas ESD EIN: 936000229
Clackamas ESD 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 Kansas City Life on Clackamas ESD list of authorized vendors.
Request Additional Information from Kansas City Life
Contact Kansas City Life directly if you have additional questions about Kansas City Life products or services.
Information Sharing Agreement, If Applicable
Kansas City Life 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 Clackamas ESD 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
Kansas City Life
requires a minimum monthly contribution of $50.00
, and a total minimum annual contribution of $600.00
Vendor Forms and Online Submissions Links
Kansas City Life has not provided copies of or links to any Vendor Forms. Please contact Kansas City Life to request any forms you might need.
Clackamas ESD Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Clackamas ESD 403(b) Plan and much more on the Clackamas ESD Information Page, available by clicking here.