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American Century Investments 403(b)(7) Custodial Account
Product ID: 36

Vendor:
American Century Investments
Type:
Mutual Fund 


$95
0.8%
None
No
Roth Eligible



Enrollment and Questions

Use the following contact information to enroll or ask questions.

Website:
Visit Website
Phone:
(800) 345-3533
 E-mail:
Mailing Information  Address:
American Century Investments
P.O. Box 419385
Kansas City, MO 64141-6385
  In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.


American Century Investments offers a 403(b) Custodial Account that is designed to comply with the requirements of section 403(b)(7) of the Internal Revenue Code. Employees who choose to invest with American Century Investments will have access to several of our no-load mutual funds. Not all funds may be available for every plan. Contact a Business Retirement Specialist at 1-800-345-3533 for more information.

Select the topics below to expand and view additional product details


American Century Investments does not charge commissions to 403(b) participants. We offer investment guidance at no additional cost.
We offer a full range of no-load stock, bond and money market mutual funds.
As a leading asset manager, we have been helping investors with their financial goals for nearly 60 years. Helping you invest for the retirement you want is our commitment to you. We offer investment guidance at no additional cost.
Participant portfolios may be rebalanced at any time.
Participants may establish automatic investments through their employer to effect dollar cost averaging.
Participants may exchange funds at any time or transfer assets subject to the 403(b) plan terms.

Hardship withdrawals are available upon employer approval, subject to the 403(b) plan terms.

American Century Investments notifies applicable participants of the RMD requirements annually and offers to calculate the RMD amount.

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

$15.00 Annually Flat Dollar Amount Yes No No
Fee Waiver
A custodial fee of $15 per fund will be charged if your eligible investments at American Century Investments total less than $10,000 at the time the fee is calculated. The custodial fee is waived if your eligible investments total $10,000 or more at the time the fee is calculated. See the American Century Investments 403(b) Custodial Agreement for further detail on the custodial fee.

Funding Options


Fixed Investment Options

Variable Investment Options


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