Elite Choice Retirement Solutions: Mutual Fund Self Directed Account
Product ID: 75
$117
None
Yes
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Address: - Product Details
- Fees and Charges
- Investment Options
Investors looking for a wide range of choices will have access to approximately 30 mutual funds including Vanguard, American Century and American Funds. Mutual Funds are selected and approved for inclusion under the program by Multnomah Group, Inc., a Registered Investment Advisor.
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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
|
|
$65.00 | At the time account is closed | Flat Dollar Amount | No | No | Yes |
|
|
$3.75 | Quarterly | Flat Dollar Amount | No | No | Yes |
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0.18% | Quarterly | Percentage of Annual Assets | No | No | No |
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$55.00 | At the time of loan origination | Flat Dollar Amount | No | No | Yes |
