Hi, this is Timothy Walla, CFP®, and I’m your point of contact for the City Center Church Simple IRA plan. This page is designed as a one-stop-shop to quickly connect you with important plan resources. If you have any questions, please do not hesitate to call me directly at 913.543.3836 or send me an email at tim@wallastreet.com.
The City Center Church Simple IRA plan is held at Fidelity Investments and is managed by Walla Street Wealth Management, Inc.
Here’s a few City Center Church Simple IRA plan highlights:
● Pre-Tax Contributions and Tax-Deferred Growth
● Matching Contributions (up to 3%)
● 100% Vesting Immediately
● Access to 120+ Fidelity Low-Cost Mutual Funds
Already have a CCC account? Click here to register for online access.