DISCONTINUED PRODUCT - Product not available to new enrollees.
Legend Basic
Product ID: 256
Vendor:
Type:
Mutual Fund
Discontinued 
$195
0.95%
None
Yes
Roth Eligible
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Address: - Product Details
- Fees and Charges
- Investment Options
The Legend Basic Custodial Account program offers the ability to hold a variety of funds in a single account.
Select the topics below to expand and view additional product details
Dollar cost averaging is available.
Fund switches are available within the same fund family, but transfers to a new fund family may incur a new sales charge.
Loans available if qualified.
Hardship withdrawals available if qualified.
RMDs available.
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
|
|
$95.00 | At the time account is closed | Flat Dollar Amount | No | No | Yes |
|
|
$40.00 | Annually | Flat Dollar Amount | No | No | Yes |
|
|
$60.00 | Annually | Flat Dollar Amount | No | No | Yes |
