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Funding Options

Kenosha County 457(b) Deferred Compensation Plan

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. 

All mutual funds are purchased at net asset value ("NAV"), which means 100% of your contributions are deposited into your mutual fund selections. Other fees and expenses of the mutual funds apply to continued investments and are described in the prospectuses for the mutual funds. 

MFSP features include:

  • Mutual funds purchased at NAV
  • Unlimited transfers (some restrictions may apply; please see prospectus for each mutual fund)
  • A Plan administrative fee is imposed on MFSP accounts. For information about the Plan's administrative fee, please see the Mutual Fund Select Portfolios Disclosure Statement that has been prepared specifically for your plan and is included in the enrollment kit or can be obtained from the representative for your Plan.
Mutual Fund Name  Asset Class  Ticker Fund Fact Sheet Prospectus

AMERICAN FUNDS AMCAP R6  

Large Cap Funds

RAFGX

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AMERICAN FUNDS AMERICAN BALANCED R6  

Balanced

RLBGX

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AMERICAN FUNDS NEW WORLD R6  

International Funds

RNWGX

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View

DAVIS FINANCIAL Y  

Specialty

DVFYX

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Delaware Value® Inst

Large Cap Funds

DDVIX

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View

DFA ENHANCED US LARGE COMPANY I  

Large Cap Funds

DFELX

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DFA US Targeted Value I

Small Cap 

DFFVX

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DREYFUS STRUCTURED MIDCAP I  

Mid Cap Funds

DPSRX

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Fidelity Advisor® Real Estate Income I

Real Estate

FRIRX

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Fidelity Advisor®  Small Cap Growth I

Small Cap Funds 

FCIGX

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GOLDMAN SACHS INTERNATIONAL T/M EQ INSTL 

International Funds

GHTMX

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INVESCO GOLD & PRECIOUS METALS Y  

Specialty

IGDYX

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JPMORGAN MID CAP GROWTH R6  

Mid Cap Funds

JMGMX

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LOOMIS SAYLES INVESTMENT GRADE BOND Y  

Bond

LSIIX

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NUVEEN NWQ SMALL-CAP VALUE I 

Small Cap Funds 

NSCRX

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PIMCO StocksPLUS® Intl (USD-Hdgd) Inst  

International Funds

PISIX

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PRUDENTIAL JENNISON UTILITY Z  

Specialty

PRUZX

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RELIANCE METLIFE SERIES 25053 CL 0  

Fixed

N/A

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N/A

T. ROWE PRICE BALANCED FUND  

Asset Allocation

TRRIX

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T. ROWE PRICE GLOBAL TECHNOLOGY  

Specialty

PRGTX

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T. ROWE PRICE RETIREMENT 2010

Asset Allocation

TRRAX

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T. ROWE PRICE RETIREMENT 2015

Asset Allocation

TRRGX

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T. ROWE PRICE RETIREMENT 2020 

Asset Allocation

TRRBX

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T. ROWE PRICE RETIREMENT 2025 

Asset Allocation

TRRHX

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T. ROWE PRICE RETIREMENT 2030 

Asset Allocation

TRRCX

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T. ROWE PRICE RETIREMENT 2035

Asset Allocation

TRRJX

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T. ROWE PRICE RETIREMENT 2040 

Asset Allocation

TRRDX

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T. ROWE PRICE RETIREMENT 2045 

Asset Allocation

TRRKX

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T. ROWE PRICE RETIREMENT 2050 

Asset Allocation

TRRMX

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T. ROWE PRICE RETIREMENT 2055 

Asset Allocation

TRRNX

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T. ROWE PRICE RETIREMENT 2060

Asset Allocation

TRRLX

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VANGUARD 500 INDEX ADMIRAL  

Large Cap Funds

VFIAX

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VANGUARD ENERGY INDEX ADM  

Specialty

VENAX

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VANGUARD EXTENDED MARKET IDX ADM 

Mid Cap Funds 

VEXAX

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VANGAURD MID CAP VALUE INDEX

Mid Cap Funds 

VMVIX

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VANGUARD SMALL CAP INDEX ADM 

Small Cap Funds 

VSMAX

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WELLS FARGO SPECIAL MID-CAP VALUE

Mid Cap Funds

WFPRX

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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 receive fees from the fund families and/or its affiliates for certain administrative, distribution and recordkeeping services. For more information, including the enrollment disclosure booklet, contact your representative.

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 Resources is a division of Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities are distributed by MetLife Investors Distribution Company (MLIDC) (member FINRA).

MetLife refers to Metropolitan Life Insurance Company.