PlanMember Preference
Product ID: 178
$328
None
No
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Enrollment and Questions
E-mail:
Address:
6187 Carpinteria Ave
Carpinteria, CA 93013
View the Contact Information tab on the Vendor Details page for a list of office locations.
- Product Details
- Fees and Charges
- Investment Options
The PlanMember Preference Program is a representative-directed mutual fund advisory program. In the program, your PlanMember Securities Investment Advisor Representative (IAR) is responsible for the allocation of funds in the account. With your intial authorization, your IAR will have the authority to add/remove funds, reallocate/rebalance the account and place mutual fund trades.
No load, load-waived mutual funds are utilized to construct portfolios by the Investment Advisor Representative.
Select the topics below to expand and view additional product details
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
|
|
$95.00 | At the time account is closed | Flat Dollar Amount | No | No | Yes |
|
|
$50.00 | Annually | Flat Dollar Amount | Yes | No | Yes |
|
|
2.00% | Annually | Percentage of Annual Assets | Yes | Yes | No |
