SchoolsFirst Retirement Planning
Product ID: 101
Type:
Mutual Fund
$107
0.34%
None
No
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:
(800) 462-8328
E-mail:
Address:
Nationwide Retirement Plans
10 West Nationwide Blvd.
Columbus, OH 43215
10 West Nationwide Blvd.
Columbus, OH 43215
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 program offered by Nationwide Trust Company, FSB exclusively for the employees of school districts in California whose employers have selected SchoolsFirst Retirement Planning as their Plan Administrator. Funds selected by Program Provider.
Select the topics below to expand and view additional product details
SchoolsFirst Retirement Builder plan participants are provided with commission-free advice and services. Over 25 Advisors provide advice and consultation in-person or by phone.
The SchoolsFirst Retirement Builder plan contains investment options with no front-end or back-end load fees. This means that every dollar contributed gets invested.
The SchoolsFirst Retirement Builder plan does offer a self-directed brokerage account, through Schwab's Personal Choice Retirement Account.
SchoolsFirst Retirement Planning Advisors are licensed to provide personal, specific advice regarding your investment portfolio.
In order to relieve the participant of the need to make complicated investment, portfolio reallocation and readjustment decisions, our website allows you to automatically rebalance your portfolio on a monthly, quarterly, semi-annual, or annual basis.
Every pay period, your contributions are used to purchase investments at different dollar amounts which allows for effective dollar cost averaging.
SchoolsFirst Retirement Builder plan participants are not charged to electronically transfer money between funds.
Loans are permitted if the plan document permits and are subject to the terms specified in the plan.
SchoolsFirst Retirement Builder plan allows for hardship withdrawals if they are permitted within the plan document.
Subject to the terms of the Plan, Required Minimum Distributions are made at the later of the participant's attainment of age 73 or termination of employment. Payments are made at the direction of the Plan Administrator.
Yes
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
|
|
$6.00 | At the time of loan origination | Flat Dollar Amount | Yes | No | Yes |
|
|
0.73% | Annually | Percentage of Annual Assets | Yes | No | No |
