Tax-Deferred or Tax-Free Growth
• Tax-Deferred 403(b), 403(b)(7), 457(b), IRA, SEP or Simple IRA
• Tax-Free Roth 403(b), 403(b)(7), or Roth IRA
• Roth must be held for 5 years and through age 59 1/2 to be tax-free.
Optional Dollar Cost Averaging
• Dollar Cost Averaging is a strategy which invests equal monetary amounts regularly over a specific time period
Consolidated Quarterly Statements
• All of your investments are listed on a single quarterly statement and also available via our website with an option to specify any date range
• E-mail confirmations sent for lump sum rollovers, transfers or exchanges
Convenient Account Access
• Available via myaccount.4kmc.com website or toll-free telephone support with our client service representatives from 8:00 am to 8:00 pm, Monday through Friday: 1-800-940-5524
Loan Provision
• Available where allowed by both employer plan document and federal regulations
• Minimum loan $1,000 and maximum loan is 50% of account value up to $50,000
• 100% of interest paid on loan is credited back to participants account
• Maximum of two outstanding loans at one time