Custodial Account
Product ID: 168
Vendor:
Type:
Mutual Fund
$119
0.94%
None
Yes
Roth Eligible
Add to Compare
Add to Compare
Add to Favorites
Add to Favorites
Set as My Product
Set as My Product
Enrollment and Questions
Use the following contact information to enroll or ask questions.
E-mail:
Address:
Website:
Phone:
(866) 650-0132
E-mail:
Address:
11440 N. Jog Road
Palm Beach Gardens, FL 33418
Palm Beach Gardens, FL 33418
In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.
View the Contact Information tab on the Vendor Details page for a list of office locations.
- Product Details
- Fees and Charges
- Investment Options
Mutual Fund Basket
Select the topics below to expand and view additional product details
Auto Re-Balance Option
Standard schedule investment purchases
Within Fund Families
Yes
Manage Hardship Rules
Automatically notified Financial Adviser and Participant of requirements
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
|
|
$6.25 | Quarterly | Flat Dollar Amount | Yes | Yes | Yes |
