EQUI-PATH Mutual Fund Program
Product ID: 172
$146
None
Yes
Add to Compare
Add to Compare
Add to Favorites
Add to Favorites
Set as My Product
Set as My Product
E-mail: 
Address: - Product Details
- Fees and Charges
- Investment Options
A 403(b)(7) custodial account program provides mutual fund investment options to 403(b) plan participants. AXA Advisors, LLC, makes available a 403(b)(7) group custodial account program through PlanConnect, LLC. PlanConnect, LLC, (PlanConnect) provides recordkeeping and administration services for the 403(b)(7) group custodial account program. Matrix Financial Solutions, Inc., (Matrix) provides custodial services for the program and processes trades in the mutual funds selected by plan participants. Employer must select this program for plan participants and once established, employees will be able to enroll online or via paper. For anyone interested in this program, please contact your local AXA Advisors LLC Financial Professional.
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
|
|
0.06% | Quarterly | Percentage of Annual Assets | No | No | No |
|
|
$50.00 | At the time funds are withdrawn | Flat Dollar Amount | No | No | No |
|
|
$100.00 | At the time of loan origination | Flat Dollar Amount | No | No | No |
|
|
$7.50 | Quarterly | Flat Dollar Amount | No | No | No |
