The Pacific Financial Group strategy
Product ID: 321
Vendor:
Type:
Mutual Fund
$294
2.25%
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:
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
A mutual fund solution with a managed account component for personalized guidance.
Select the topics below to expand and view additional product details
No load product
Asset Allocation Strategies
Ability to DCA
Allows fund transfers
Loans Available
Hardship Withdrawals Available
Yes
Managed Account Services:
Managed Account services
Managed Account services
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 | No | No | Yes |
|
|
$100.00 | At the time of loan origination | Flat Dollar Amount | No | No | Yes |
|
|
9.00% | Annually | 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 | No |
|
|
$75.00 | At the time of transfer | Flat Dollar Amount | No | No | Yes |
|
|
$75.00 | At the time funds are withdrawn | Flat Dollar Amount | No | Yes | Yes |
