Franklin Templeton 403(b) Plan - Fee-Based/RIA
Product ID: 310
$301
None
No
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Enrollment and Questions
E-mail:
Address:
c/o Aspire Financial Services, LLC
3000 Chestnut Street, Unit 7528
Philadelphia, PA 19101
View the Contact Information tab on the Vendor Details page for a list of office locations.
- Product Details
- Fees and Charges
- Investment Options
The product, as it will typically apply to the State of California, is an employer-sponsored retirement plan for employees of public schools and certain tax-exempt organizations. The plan allows employees to make contributions through salary deferrals. Our 403(b) products are provided for under Internal Revenue Code Section 403(b)(7). For use with registered representatives/financial advisors seeking a fee-based option.
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
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$10.00 | At the time account is closed | Flat Dollar Amount | Yes | No | Yes |
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0.00% - 1.50% | Annually | Range of Possible Percentages | Yes | Yes | No |
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$30.00 | Annually | Flat Dollar Amount | No | No | Yes |
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$10.00 | At the time funds are withdrawn | Flat Dollar Amount | Yes | Yes | Yes |
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$100.00 | At the time of loan origination | Flat Dollar Amount | No | Yes | Yes |
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9.50% | Annually | Percent of Outstanding Loan Balance | No | Yes | No |
|
|
$35.00 | Annually | Flat Dollar Amount | No | No | Yes |
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|
$3.00 | Quarterly | Flat Dollar Amount | Yes | No | Yes |
