403(b)(7) Custodial Account Program for RFPs
Product ID: 182
$199
None
Yes
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Address: - Product Details
- Fees and Charges
- Investment Options
A 403(b)(7) custodial account program that provides mutual fund investment options in response to a Request for Proposal (RFP). AXA Advisors, LLC, makes available a 403(b)(7) group custodial account program through PenServ Plan Services, Inc. (PenServ) PenServ provides recordkeeping and administration services for the 403(b)(7) group custodial account program. Matrix Financial Solutions, Inc., (Matrix) provides custodial services for the program and processes trades in the mutual funds selected by plan participants. Employers must select this program for plan participants and once established, employees will be able to enroll online only. For anyone interested in this program, please contact your local AXA Advisors LLC Financial Professional and we can provide a proposal.
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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
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0.06% | Quarterly | Percentage of Annual Assets | No | No | No |
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$50.00 | At the time funds are withdrawn | Flat Dollar Amount | No | No | No |
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$12.50 | Quarterly | Flat Dollar Amount | No | No | No |
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$50.00 | At the time of loan origination | Flat Dollar Amount | No | No | No |
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$7.50 | Quarterly | Flat Dollar Amount | No | No | No |
