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401(k) and Profit Sharing Plans offer convenient retirement savings with employer contributions and 401(k) payroll deductions.
* Limits listed are for 2020, set by the IRS sets annually.
Annual $25 service fee, which is deducted from your account.
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Step 1: Complete the Participant Investment Elections form and return to us.
By Fax: 1-888-327-1997
American Century Investments
PO Box 419385
Kansas City, MO 64141-6385
Step 2: Complete a Beneficiary form and retain for your records
Step 2: Complete a Salary Reduction Agreement (if plan allows payroll deductions) and return to your benefits or payroll office.
Step 3: Complete a Beneficiary form and retain for your records.
Having all of your retirement savings in one place can make it easier to track your progress toward your goal. Consider consolidating your investments with us. Complete the Request to Transfer form to get started.
Call us to speak to a Business & Retirement Specialist.
IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.
This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.
This information is for educational purposes only and is not intended as a personalized recommendation or fiduciary advice. There are different options available for your retirement plan investments. You should consider all options before making a decision. Our representatives can help you evaluate all of your distribution options.
Diversification does not assure a profit nor does it protect against loss of principal.
IRA investment earnings are not taxed. Depending on the type of IRA and certain other factors, these earnings, as well as the original contributions, may be taxed at your ordinary income tax rate upon withdrawal. A 10% penalty may be imposed for early withdrawal before age 59½.