CTA Retirement Savings Plan
Product ID: 214
Enrollment and Questions
791 Eighth Street, Suite S
Arcata, CA 95521-6203
View the Contact Information tab on the Vendor Details page for a list of office locations.
The Plan is designed to provide educators in California with access to a high quality, low fee selection of appropriate retirement investment options designed through a process that emphasizes transparency, and low investment fees. The investment menu includes target retirement date investments and a core menu of investment options. The Plan is a 403(b)(7) custodial account and a one-time $10 enrollment fee applies. The sponsor of the program is CTA Voluntary Retirement Plans for Educators, LLC. Matrix Trust, LLC is the custodian and RVK is the Investment Advisor. Aspire will provide recordkeeping services and Prudent Investor Advisors will be providing registered representatives to hold education and enrollment meetings.
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.
||0.05%||Annually||Percentage of Annual Assets||No||No||No|
||$75.00||At the time funds are withdrawn||Flat Dollar Amount||No||No||No|
||$95.00||Annually||Flat Dollar Amount||No||No||No|