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As a service provider for qualified retirement plans, American Century Brokerage is providing you with information about our services, expenses and fees. The information is intended to comply with § 408(b)(2) of the Employee Retirement Income Security Act of 1974 (ERISA).
As a plan sponsor, you must review the information carefully. Investment-related information will be updated at least annually, or more frequently if required by law, and we will notify you if there are other important disclosure changes in the future.
There are two parts to the American Century Brokerage § 408(b)(2) disclosure. Part I describes the fees and costs associated with our brokerage services and Part II describes investment-related information. Please review Part I and the appropriate Part II document(s) based on the fund share classes offered in your plan.
American Century Brokerage 2017 Service Provider Disclosure under ERISA §408(b)(2) - Part I
2018 § 408(b)(2) Service Provider Disclosure for Qualified Plans - Part II - Investor Class Funds
Subcontractor's § 408(b)(2) Disclosure
Pershing Compensation Disclosure
For more information about our funds, visit our Prospectuses, Reports & Other Information page. If you have questions about any of the information provided, please call us at 1-888-345-2071.
Brokerage Services are provided by American Century Brokerage, a division of American Century Investment Services, Inc., registered broker/dealer, member FINRA, SIPC.