Inside Edge Retirement Program
Product ID: 136

$202
None
No
- Product Details
- Fees and Charges
- Investment Options
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 |
|
$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 |