Product Details



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InvestMyself 403(b)
Product ID: 305

Vendor:
Security Benefit
Type:
Mutual Fund 


$73
0.08%
None
No
Roth Eligible



Enrollment and Questions

Use the following contact information to enroll or ask questions.

Website:
Visit Website
Phone:
(800) 888-2461
 E-mail:
Send Email
Mailing Information  Address:
Security Benefit
P.O. Box 55976
Boston, MA 02205-5976
  In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.


InvestMyself is part of the overall NEA Retirement Program and provides you with an opportunity to enroll, monitor, and manage your retirement savings on your own. Leverage online tools, educational videos, and informational guides to secure a supplemental savings plan that helps you reach your retirement goals.

Select the topics below to expand and view additional product details


No commission on this product. It is a self-directed product.
• Multiple frequencies offered • Minimum $25 per fund • Initiate in writing; change in writing or by phone
• Monthly or quarterly on first business day of month • Minimum $25 per fund (only permitted out of Vanguard® Federal Money Market) • No earnings: Only DCA (DCA does not assure a profit and does not protect against loss in a declining market.) • Initiate in writing; change in writing or by phone
• Minimum of $25 per fund • Security Benefit reserves the right at a future date to limit the number of exchanges to 14 or less in a contract year. • Initiate online or through the Security Benefit mobile app • Not designed for active trading — Security Benefit reserves the right to restrict the availability of telephone or other electronic transfers.

If permitted by your plan document.

If permitted by your plan document.

Yes, this product is eligible for RMDs.

Yes

Rollover balances from other accounts :
If permitted by your plan document.


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

$35.00 Annually Flat Dollar Amount Yes Yes Yes
Fee Waiver
• $35 per year for account balances less than $50,000 • No fee for account balances over $50,000
Breakpoint
• $35 per year for account balances less than $50,000 • No fee for account balances over $50,000

$12.50 At the time funds are withdrawn Flat Dollar Amount Yes No Yes
Fee Waiver
Fee paid quarterly.

$100.00 At the time of loan origination Flat Dollar Amount No No Yes

0.30% Annually Percentage of Annual Assets Yes Yes Yes
Fee Waiver
The Recordkeeping fee is assessed monthly, but will not exceed $500 annually.
Breakpoint
0.30% (Annual fee, assessed monthly, not to exceed $500 annually)

Funding Options


Fixed Investment Options

Variable Investment Options


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