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Molalla River School District

Kansas City Life
(aka: Kansas City Life)

This Vendor Page has not been approved by Kansas City Life,
but the information provided should be useful to you.

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 has NOT provided any link to its home office webpage. As soon as Kansas City Life provides a weblink, we'll post it here immediately.

Investment Fund Information

The following web links have been provided by Kansas City Life to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:

  • End of List

403(b) Investment Options

Kansas City Life offers the following type 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.

Marketing Information

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 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 Kansas City Life 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 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) - Molalla River 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 Molalla River - Kansas City Life GROUP NUMBER: To Be Determined

Molalla River EIN

When contacting Kansas City Life or its local contacts, you may require the Molalla River EIN: 936000235

Molalla River 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 Molalla River list of authorized vendors.

Request Additional Information from Kansas City Life

Kansas City Life has not provided us with any online contact methods. The moment they do, we'll post them here.

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 Molalla River 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Molalla River 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

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.

Molalla River Vendor Information Page

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