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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.

General Status

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

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

If available, CCC has linked the vendor's educational resources below:

  • Kansas City Life 403(b) Consumer Education Page
  • Kansas City Life Calculators
  •  

    Pleasant Hill Status

    This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

    Pleasant Hill Plan Number

    When contacting Kansas City Life to open an account, please reference Plan Number: To Be Determined

    Pleasant Hill Local Contacts

    The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

    Investment Options

    Kansas City Life offers the following type(s) of 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.