Penselect Genesis
Product ID: 295
Vendor:
Type:
Mutual Fund
$198
1.02%
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:
(803) 354-5003
E-mail:
Address:
c/o PenServ Plan Services, Inc.
P.O. Box 3109
West Columbia, SC 29171
P.O. Box 3109
West Columbia, SC 29171
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
Array of diversified load waived mutual funds.
Select the topics below to expand and view additional product details
Penselect Genesis does not pay commissions to advisors.
Array of diversified load waived mutual funds.
Asset allocation planning is available through independent advisors.
Automatic Rebalance Options
Dollar cost averaging is available into Penselect Genesis.
Unlimited transactions at no additional cost. Updates on investment allocations, fund exchanges, and rebalances can be directed from the website 24/7.
The platform allows for general purpose and residential loans. Multiple loans can be taken at the same time as long as the Plan allows for it. Loans are available from any money source in both 403(b) and 457(b) Plans.
With the appropriate approval from your Plan Sponsor or the Plan’s TPA. Hardship withdrawals and Unforeseeable Emergencies are available options.
Automatic RMD options are 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
|
|
$0.00 - $36.00 | Annually | Range of Possible Dollar Amounts | Yes | Yes | Yes |
|
|
$60.00 | Annually | Flat Dollar Amount | No | No | No |
|
|
$70.00 | At the time of loan origination | Flat Dollar Amount | No | No | Yes |
