May 2021 Fund Menu Change

The Kansas City Deferred Compensation Trustees recently assessed the current investment options available in your Plan(s) and identified an opportunity to enhance the lineup through reduced investment expenses. We’re excited to bring you an updated investment lineup.

What to expect

On May 18, 2021, the following change will be made to your investment lineup:

Current Investment Name (Ticker) Gross Expense Ratio New Investment Name (Ticker) Gross Expense Ratio
William Blair Small Cap Value I (BVDIX) 1.23% Boston Partners Small Cap Value II Institutional (BPSIX) 1.09%

Existing assets and future payroll contribution allocations will be directed from the current investment option to the new investment option at the close of business on this date.

Additional information

Gross expense ratios represent the fund’s total operating expenses expressed as a percentage of the assets held in the fund. Your expenses may be less than the gross expense ratio. For more information about gross expense ratios, please refer to the fund’s prospectus.

Next steps

No action is required. These changes will automatically be made to your investment lineup. If you’d like to invest your assets in another replacement investment other than the what’s indicated above, you can do so before 3 p.m. Central time on May 17, 2021.

We’re here to help

If you have any questions or need additional information, contact our solutions center at 866-350-5266. Our specialists are available Monday through Friday, 7 a.m. to 10 p.m. and Saturday, 8 a.m. to 5 p.m. Central time.

NRW-7199MO-KC
NRW-7199MO-KC
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