Funding Options

However you picture your future, the right retirement savings vehicle can help you get started.

Mutual Fund Select Portfolios

The Kenosha County 457(b) Deferred Compensation Plan (“Plan”) is a voluntary plan that allows employees to set aside a portion of their salary each year on a pre-tax basis through payroll deductions. The Plan offers the Mutual Fund Select Portfolios (“MFSP”), a mutual fund platform offered by Metropolitan Life Insurance Company. MFSP allows you to invest in mutual funds by selecting from a list of mutual funds chosen by your employer (or a third party appointed by your employer).

MFSP Facts at a Glance

Mutual Fund Name	Asset Class	Ticker	Fund Fact Sheet	Prospectus
Fidelity® Blue Chip Growth	Large Cap Funds	FBGRX	View	View
AMERICAN FUNDS AMERICAN BALANCED R6	Balanced	RLBGX	View	View
AMERICAN FUNDS NEW WORLD R6	International Funds	RNWGX	View	View
DAVIS FINANCIAL Y	Specialty	DVFYX	View	View
Delaware Value® Inst	Large Cap Funds	DDVIX	View	View
DFA ENHANCED US LARGE COMPANY I	Large Cap Funds	DFELX	View	View
DFA US Targeted Value I	Small Cap	DFFVX	View	View
Touchstone Mid Cap Y	Mid Cap Funds	TMCPX	View	View
Fidelity Advisor® Real Estate Income I	Real Estate	FRIRX	View	View
Fidelity Advisor® Small Cap Growth I	Small Cap Funds	FCIGX	View	View
GOLDMAN SACHS INTERNATIONAL T/M EQ INSTL	International Funds	GHTMX	View	View
Invesco Gold & Special Minerals Y Fund	Specialty	OGMYX	View	View
JPMORGAN MID CAP GROWTH R6	Mid Cap Funds	JMGMX	View	View
LOOMIS SAYLES INVESTMENT GRADE BOND Y	Bond	LSIIX	View	View
PIMCO StocksPLUS® Intl (USD-Hdgd) Inst	International Funds	PISIX	View	View
PRUDENTIAL JENNISON UTILITY Z	Specialty	PRUZX	View	View
RELIANCE METLIFE SERIES 25053 CL 0	Fixed	N/A	View	N/A
T. ROWE PRICE BALANCED FUND	Asset Allocation	TRRIX	View	View
T. ROWE PRICE GLOBAL TECHNOLOGY	Specialty	PRGTX	View	View
T. ROWE PRICE RETIREMENT 2010	Asset Allocation	TRRAX	View	View
T. ROWE PRICE RETIREMENT 2015	Asset Allocation	TRRGX	View	View
T. ROWE PRICE RETIREMENT 2020	Asset Allocation	TRRBX	View	View
T. ROWE PRICE RETIREMENT 2025	Asset Allocation	TRRHX	View	View
T. ROWE PRICE RETIREMENT 2030	Asset Allocation	TRRCX	View	View
T. ROWE PRICE RETIREMENT 2035	Asset Allocation	TRRJX	View	View
T. ROWE PRICE RETIREMENT 2040	Asset Allocation	TRRDX	View	View
T. ROWE PRICE RETIREMENT 2045	Asset Allocation	TRRKX	View	View
T. ROWE PRICE RETIREMENT 2050	Asset Allocation	TRRMX	View	View
T. ROWE PRICE RETIREMENT 2055	Asset Allocation	TRRNX	View	View
T. ROWE PRICE RETIREMENT 2060	Asset Allocation	TRRLX	View	View
VANGUARD 500 INDEX ADMIRAL	Large Cap Funds	VFIAX	View	View
VANGUARD ENERGY INDEX ADM	Specialty	VENAX	View	View
VANGUARD EXTENDED MARKET IDX ADM	Mid Cap Funds	VEXAX	View	View
VANGAURD MID CAP VALUE INDEX	Mid Cap Funds	VMVIX	View	View
VANGUARD SMALL CAP INDEX ADM	Small Cap Funds	VSMAX	View	View
ALLSPRING SPECIAL MID CAP VALUE R6	Mid Cap Funds	WFPRX	View	View

Mutual funds are sold by prospectus, which is available from your registered representative. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information about any mutual fund investment please obtain a prospectus and read it carefully before you invest. Investment return and principal value will fluctuate with changes in market conditions such that shares may be worth more or less than original cost when redeemed. Diversification cannot eliminate the risk of investment losses, and past mutual fund performance is not a guarantee of future results.

MetLife, its agents, and representatives may not give legal advice. You should consult with and rely on your own independent legal advisors regarding your particular set of facts and circumstances. Withdrawals are subject to ordinary income taxes. Withdrawals before age 59½ where permitted are generally subject to a 10% tax penalty.

MetLife and/or its affiliates ("MetLife") receive fees for providing administrative and recordkeeping services. The fees may be deducted directly from the Participant's account, be paid for by the Employer, be paid from the Plan assets and/or paid from the fees deducted from Participant account values allocated to the mutual funds available under the Plan. The fees can vary based upon the mutual funds that are available in the Plan and Plan Participants’ asset allocations. Because different mutual funds pay different rates of compensation and rates of mutual fund compensation are subject to change from time to time, compensation received by MetLife varies based on the rates of compensation in effect from time to time. MetLife may receive a finder’s fee from certain fund companies, which is additional compensation to MetLife. MetLife may also impose separate transactional fees for certain Participant elected transactions that will be charged directly to Plan Participants unless paid by the Employer or the Plan. MetLife may increase the annual administrative service fee charged to Participants’ accounts. MetLife may also pay a portion of the fees it collects to an entity that is designated as a directed trustee or directed custodian of the Plan; or to a third party administrator, or third party investment advisor. MetLife may receive payments for administrative services provided under the third party investment advisory services. MetLife also receives compensation for administrative services on annuities that are issued by unaffiliated insurance companies. MetLife also receives fees with respect to annuities it issues, according to the terms of the annuity contracts and prospectuses, if applicable. If you would like more information on the compensation that MetLife receives, contact your Employer. MetLife may realize a profit from any of the fees described above.

The plan document governs the terms of the plan and is available from your employer. In general, if any conflicts occur between this material and the plan documents provided by your employer that define the plan, the plan documents will govern.

Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

MetLife refers to Metropolitan Life Insurance Company (MLIC), 200 Park Avenue, New York, NY 10166. MetLife Investors Distribution Company (MLIDC) (member FINRA), New York, NY 10166, makes available participation in mutual fund options through its Mutual Fund Select Portfolios, for certain retirement plans. You may enroll and participate in the Mutual Fund Select Portfolios through your retirement plan. Both MLIC and MLIDC are MetLife companies.