DISCONTINUED PRODUCT - Product not available to new enrollees.
Tax Sheltered Investment Program
Product ID: 1
Type:
Mutual Fund
Discontinued 
$204
1.11%
None
Yes
Roth Eligible
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Address: - Product Details
- Fees and Charges
- Investment Options
PenServ Plan Services as recordkeeper of underlying mutual funds with Matrix Trust as custodian.
Select the topics below to expand and view additional product details
PenServ Plan Services has portfolio re-balancing services available in its 403(b) accounts.
PenServ Plan Services allows dollar cost averaging in its 403(b) accounts.
PenServ Plan Services will process transfers and exchanges as requested.
PenServ Plan Services makes loans available to 403(b) participants.
With the appropriate approval from your plan sponsor or the plan's TPA, hardship withdrawals are an available option within the 403(b) account.
PenServ Plan Services as recordkeeper will calculate and process Required Minimum Distributions for 403(b) assets held in these accounts.
Yes
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
|
|
$33.00 | Annually | Flat Dollar Amount | Yes | Yes | Yes |
|
|
$60.00 | Annually | Flat Dollar Amount | No | No | Yes |
