Montezuma | 4437

Location Address

580 N 4th Street
Montezuma, IA 50171

Eligibility Exceptions:
Investment Providers:
  • Corebridge Financial
  • Empower
  • Horace Mann
  • Voya
  • Equitable
  • EFS Advisors
  • GWN Securities
  • National Life Group
  • Security Benefit
  • TCG
Enrollment & Payroll Changes Allowed: Year-round
Additional Contributions Allowed: 15-yr Special Catch-Up, Roth
In-service Distributions (All assets available at age 59 1/2)
  • Hardship Employee contributions: Yes
  • Hardship Employer contributions: No
  • Loan option (Up to 50% of account balance): Yes
Internal Exchanges | Participants may make provider exchanges within RIC to: Only to active providers
Rollovers into RIC: Yes
Transfers into RIC: No
Transfers out of RIC:No
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