DISCONTINUED PRODUCT - Product not available to new enrollees.

Inside Edge Retirement Program
Product ID: 136


Type:
Mutual Fund 
Discontinued Discontinued


$202
0.82%
None
No
Roth Eligible





Inside Edge allows participants to select from a diversified group of 87 mutual fund options and 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. Please note that the fee impact tables include a maximum wrap fee of 1.50% which may not be applicable in all cases. Investors should consult the custodial documents and fund prospectuses for more complete information.

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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




$30.00 Annually Flat Dollar Amount Yes Yes No
Fee Waiver
The fee may be waived based upon plan information and investment selection.
Breakpoint
The custodial fee can be up to $30 depending on your custodial agreement.

$50.00 Annually Flat Dollar Amount No No Yes

0.40% Annually Percentage of Annual Assets No No No

0.00% - 1.50% Annually Range of Possible Percentages No Yes No
Breakpoint
Optional service the participant can choose. The fee will vary based on investment advisory fee based upon the fee scheduled imposed by the broker/dealer chosen by the participant.

Funding Options


Fixed Investment Options

Variable Investment Options


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