Vanguard® 403(b) Services
Product ID: 164


Type:
Mutual Fund 


$75
0.15%
None
No
Roth Eligible



Enrollment and Questions

Use the following contact information to enroll or ask questions.

Website:
Phone:
(800) 569-4903
 E-mail:
Mailing Information  Address:
Vanguard 403(b) Services
P.O. Box 534044
St. Petersberg, FL 33747
  In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.


The Vanguard® 403(b)(7) Individual Custodial Account Agreement is intended to constitute a contract under section 403(b)(7) of the Code and under §1.403(b)(7)-3. The terms of this Agreement are effective as of January 1, 2009. This Agreement amends and supersedes any prior Vanguard 403(b)(7) Custodial Account Agreement. The product offers a broad lineup of Vanguard mutual funds—all with no sales commissions—including funds specifically designed for retirement investing.

Select the topics below to expand and view additional product details


Participant Loans are available if offered by the plan. Loan fees are comprised of a $50 setup fee plus an additional $6.25 per quarter fee.
Fee if the service provider reviews eligibility for hardship withdrawal: $125
Participants can elect to enroll in the RMD service, where their RMD is automatically processed each year.


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




$6.25 At the time of loan origination Flat Dollar Amount No No Yes

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

$5.00 Monthly Flat Dollar Amount Yes No Yes
Fee Waiver
The $5.00 monthly account maintenance fee may be paid by plan sponsors on behalf of their participants.

Funding Options


Fixed Investment Options

Variable Investment Options


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