IPX - Fidelity Funds TPAC
Product ID: 316
Vendor:
Type:
Mutual Fund
$118
0.68%
None
No
Roth Eligible
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Enrollment and Questions
Use the following contact information to enroll or ask questions.
E-mail:
Address:
Website:
Phone:
E-mail:
Address:
9450 SW Gemini Dr
PMB 65198
Beaverton, OR 97008-7105
PMB 65198
Beaverton, OR 97008-7105
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
The IPX-Fidelity Funds TPAC product offers over 140 mutual funds in our 403(b) plans. These funds span the investment spectrum from international equities to domestic money market fund
Select the topics below to expand and view additional product details
IPX-Fidelity offers investment options with no upfront loads.
The IPX-Fidelity Funds TPAC product allows participants and advisors to re-balance portfolios on demand via their online portals.
Payroll contributions are processed immediately upon receipt thus ensuring that dollar cost averaging is achieved.
Participants are able to update and change their investment elections, realign their accounts and transfer money from one fund to another all within their web portal.
Loans can be requested and processed as long as they are allowed within the plan
Hardship and other withdrawals can be requested and processed as long as these types of transactions are allowed by the plan.
IPX will notify all affected participants of the RMD requirement on an annual basis.
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
|
|
$12.50 | Quarterly | Flat Dollar Amount | No | No | Yes |
|
|
$50.00 | At the time funds are withdrawn | Flat Dollar Amount | No | No | Yes |
|
|
$100.00 | At the time of loan origination | Flat Dollar Amount | No | No | Yes |
