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



Pleasant Hill School District

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 - General Status

Kansacs City Life has signed an Umbrella Information Sharing Agreement with Carruth Compliance Consulting.

Kansas City Life Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of Kansas City Life are marketed using the following approaches:

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.

 

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 PLAN OR GROUP NUMBER: To Be Determined

Pleasant Hill 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

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 .

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

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.

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 Kansas City Life to request your form.