Product Details



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PlanMember Retirement Select
Product ID: 108

Vendor:
PlanMember Services Corp
Type:
Mutual Fund 


$166
1.06%
None
No
Roth Eligible



Enrollment and Questions

Use the following contact information to enroll or ask questions.

Website:
Visit Website
Phone:
(800) 874-6910
 E-mail:
Send Email
Mailing Information  Address:
PlanMember Services
6187 Carpinteria Ave
Carpinteria, CA 93013
  In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.


Retirement investors can select their own mutual fund investment and self-direct their portfolio with the assistance of a PlanMember Representative. Investors have access to a broad selection of over 600 mutual funds in retirement share classes from 20 mutual fund companies, including: Alliance Bernstein, American Century, American Funds, BlackRock, DWS Investments, Federated, Fidelity, Franklin Templeton, Hartford, Invesco, Ivy Investments, Janus, John Hancock, MFS, Neuberger Berman, PIMCO, Pioneer, Putnam, and T. Rowe Price. You can go to "Funding Options" on the individual fund company/vendor page to see the funds available, or go to www.planmember.com/programinfo for a complete listing of funds. Only the top mutual funds in terms of assets are listed.

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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

$50.00 Annually Flat Dollar Amount Yes Yes Yes
Fee Waiver
This Annual Account Service Fee is waived if the participant has $150,000 invested in a PlanMember Services Managed Advisory Account (asset allocation portfolio).
Breakpoint
Annual Account Service Fee

0.10% Annually Percentage of Annual Assets Yes Yes Yes
Fee Waiver
Custody and Administration Fee is assed quarterly and is based on the average daily balance of the account for the prior quarter capped at $250 per account annually. The fee is waived for clients who have $25,000 or more of PlanMember managed assets
Breakpoint
The fee is waived for clients who have $25,000 or more of PlanMember managed assets.

$100.00 At the time funds are withdrawn Flat Dollar Amount Yes Yes Yes
Fee Waiver
NA
Breakpoint
NA

Funding Options


Fixed Investment Options

Variable Investment Options


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