Which Fund Is Right for Me?

You have access to a series of mutual funds created exclusively for participants in Kaiser Permanente-sponsored retirement plans. There are two categories of funds: Retirement Path funds, also known as target date funds, and core funds, which offer investments in specific asset classes. Callan, an investment consulting firm, serves as the investment adviser for all of these funds, and is responsible for their design, implementation, and oversight.

KP Retirement Funds

When deciding which KP Retirement Path Fund is right for you, consider choosing the fund with the target date closest to the year in which you will reach age 65. Because your situation could change over time, it is a good idea to periodically review the asset mix of your selected KP Retirement Path Fund to make sure it matches your goals and risk tolerance. You may change funds at any time.

KP Core Funds

These funds form the core building blocks for the KP Retirement Path Funds. Each of the four funds is dedicated to a specific broad asset class including: Large Cap Equity, Small Cap Equity, International Equity, and Fixed Income. Only the KP Small Cap Equity Fund is available for direct investment. All of these funds use a “multi-manager” approach, where the fund’s assets are allocated across a number of experienced “sub-advisors.”

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SEI Investments Distribution Co. (1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the KP Funds. Check the background of SIDCO on FINRA’s BrokerCheck.