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CCC will be closed on Thursday, November 27th and Friday, November 28th for the Thanksgiving Holiday.

Pleasant Hill 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 Homepage may be accessed here .

Product Information

Click the link(s) below for information on Kansas City Life investment products:

  • End of List

Fee Information

Click the link(s) below for information on the fees associated with Kansas City Life accounts:

  • End of List

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.

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 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) - Pleasant Hill 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 Pleasant Hill - Kansas City Life GROUP NUMBER: To Be Determined

Pleasant Hill EIN

When contacting Kansas City Life or its local contacts, you may require the Pleasant Hill EIN: 936000565

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

Employer Minimum Contribution

Pleasant Hill 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.

Pleasant Hill Vendor Information Page

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