Equitable Retirement Vision
Product ID: 260
Vendor:
Type:
Mutual Fund
$128
0.28%
None
Yes
Roth Eligible
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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:
E-mail:
Address:
Equitable Distributors, LLC
1345 Avenue of the Americas
New York, NY 10105
1345 Avenue of the Americas
New York, NY 10105
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
Defined contribution open architecture product with access to NAV mutual funds and Equitable annuity product.
Select the topics below to expand and view additional product details
All available investment options are available as no load.
Self-Directed Brokerage Account availability through Schwab.
Available as an automated portfolio rebalancing program.
The product allows participants to transfer between available investment options free of charge.
Subject to plan availability.
Subject to plan availability.
Subject to plan availability.
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
|
|
$150.00 | At the time of loan origination | Flat Dollar Amount | No | No | Yes |
|
|
0.00% - 1.00% | Annually | Range of Possible Percentages | Yes | Yes | No |
|
|
$50.00 | At the time funds are withdrawn | Flat Dollar Amount | No | No | Yes |
