Workplace Retirement Program Non-ERISA
Product ID: 259
$198
None
Yes
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Enrollment and Questions
E-mail:
Address:
P.O. Box 55976
Boston, MA 02205-5976
View the Contact Information tab on the Vendor Details page for a list of office locations.
- Product Details
- Fees and Charges
- Investment Options
Workplace Retirement Program Non-ERISA 403(b)(7) is a mutual fund custodial product that utilizes a group trust structure with 60 funding options with:
• No 12(b)1 fees
• No sub-transfer agency fees
• No administrative or Networking fees to Intermediaries
The Platform Offers:
• Transparent Pricing
• 6 Low Cost Index Funds with Vanguard
• Streamlined Enrollment Process
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
|
|
$8.75 | Quarterly | Flat Dollar Amount | No | No | Yes |
|
|
$50.00 | Annually | Flat Dollar Amount | No | No | Yes |
|
|
$50.00 | At the time of loan origination | Flat Dollar Amount | No | No | Yes |
|
|
0.06% | Monthly | Percent of Amount Invested | No | No | Yes |
