Aspire RR Mutual Fund Platform
Product ID: 291
Vendor:
Type:
Mutual Fund
$186
1.17%
None
Yes
Roth Eligible
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Add to Favorites
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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:
9450 SW Gemini Dr
PMB 65198
Beaverton, OR 97008-7105
PMB 65198
Beaverton, OR 97008-7105
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
An open architecture platform for registered reps to use.
Select the topics below to expand and view additional product details
Asset Allocation tools available through representatives
Ability to automatic rebalance
Ability to Dollar Cost Average
Open Architecture allows clients to move from one fund to another with ease.
Loans are allowed if plan allows
Hardship withdrawals are allowed if plan allows
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
|
|
$3.33 | Monthly | Flat Dollar Amount | Yes | No | Yes |
|
|
$75.00 | At the time funds are withdrawn | Flat Dollar Amount | No | No | Yes |
|
|
$10.00 | At the time funds are withdrawn | Flat Dollar Amount | Yes | No | Yes |
|
|
$100.00 | At the time of loan origination | Flat Dollar Amount | No | No | Yes |
|
|
9.50% | At the time of loan origination | Percent of Outstanding Loan Balance | Yes | No | No |
|
|
$3.50 | Quarterly | Flat Dollar Amount | Yes | No | Yes |
|
|
0.15% | Annually | Percent of Amount Invested | No | No | Yes |
|
|
$75.00 | At the time of transfer | Flat Dollar Amount | No | No | Yes |
