Group Mutual Fund Product
Product ID: 110


Type:
Mutual Fund 


$212
0.62%
None
Yes
Roth Eligible



Enrollment and Questions

Use the following contact information to enroll or ask questions.

Website:
Phone:
(916) 480-6014
 E-mail:
Mailing Information  Address:
AIG Retirement Services 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.


The Group Mutual Fund Product allows participants to select from a diversified group of mutual fund options agreed to by the employer and the custodian. The product can include group and/or individual custodial agreements. Investors also receive face-to-face service with a licensed financial advisor; 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. The custodian could be AIG Federal Savings Bank, VALIC, or a third party custodian. 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




$50.00 Annually Flat Dollar Amount No No Yes

$50.00 At the time of loan origination Flat Dollar Amount No No Yes

0.00% - 1.00% Annually Range of Possible Percentages No No No

0.45% - 0.60% Quarterly Range of Possible Percentages Yes No Yes
Fee Waiver
The investment advice service is optional and requires an affirmative selection by the plan participant.

Funding Options


Fixed Investment Options

Variable Investment Options


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