Product Details



  Return to Compare Products


Profile Retirement Program
Product ID: 111

Vendor:
Corebridge Financial
Type:
Mutual Fund 


$270
0.8%
1 Years / 5.00%
No
Roth Eligible



Enrollment and Questions

Use the following contact information to enroll or ask questions.

Website:
Visit Website
Phone:
(916) 780-6014
 E-mail:
Send Email
Mailing Information  Address:
Corebridge Financial Northwest Regional Office
Attn: Keith Poch
2901 Douglas Blvd, Suite 150
Roseville, CA 95661
  In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.


Profile allows participants to select from a diversified group of mutual fund options and one long-term fixed option. Investors also receive monitoring of contribution limits; timely processing of withdrawals and distributions; the ability to view information and initiate transactions through our Web site and voice response system and a variety of financial planning products and services. Investors should consult the custodial documents and fund prospectuses for more complete information.

Select the topics below to expand and view additional product details




All 403(b) products contain fees. The amount of fees varies greatly depending on the product. A slight increase in fees can substantially reduce the growth in your account which will reduce your income in retirement. To learn more about the impact of fees, and the different types of fees please refer to the Explanation of Fees piece located in the Help & Resources.

Fees

$40.00 Annually Flat Dollar Amount Yes Yes No
Fee Waiver
The fee may be waived based upon plan information and fund selection.
Breakpoint
The custodial fee can be up to $40 depending on your custodial agreement.

$50.00 Annually Flat Dollar Amount No No Yes

0.00% - 1.00% Annually Range of Possible Percentages Yes No No
Fee Waiver
This fee may be waived based upon plan information and fund selection.

0.45% - 0.60% Annually Range of Possible Percentages Yes Yes Yes
Fee Waiver
The investment advice service is optional and requires an affirmative selection by the plan participant.
Breakpoint
First $100,000 - 0.60% on assets, Next $150,000 - 0.50% on assets and amount over $250,000 - 0.45% on assets

Surrender Charges

Surrender Period* Surrender Percentage
1 5.00%

*Expressed in contract years


Surrender Penalty Charge assessed on a "rolling" basis: The fixed annuity allows in-service transfers or withdrawals of up to 20% per year. Any amount withdrawn or surrendered in excess of the annual 20% will have a 5% withdrawal charge.
Exceptions to the Surrender Charge:
Death:
Yes
Disability:
Yes
Other Restrictions:
Annuity payout option, required minimum distribution or retirement/severance from employment.

Funding Options


Fixed Investment Options

Variable Investment Options


add to Compare Compare

Compare up to 3 products
Compare up to 3 products
Product Name
Type

()
  Add to Favorites In Favorites Remove from List


add to Favorites Favorites

There are currently no favorites
10 maximum per product type
Product Name
Type

()
  Add to Favorites In Favorites Remove from List