Fiduciary Trust Company 403(b)(7) Custodial Account Program
Product ID: 86


Type:
Mutual Fund 


$278
1.18%
None
Yes
Roth Eligible



Enrollment and Questions

Use the following contact information to enroll or ask questions.

Website:
Phone:
(877) 500-9590
 E-mail:
Mailing Information  Address:
FTC
P.O. Box 219638
Kansas City, MO 64121-9638
  In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.


Fiduciary Trust Company of New Hampshire (FTC) offers you, as an employee of a nonprofit organization, public school, college or university, a unique opportunity to save in an IRS Sec. 403(b)(7) Tax-Sheltered Account (TSA) for your financial future and your retirement. Through this program, you have many different investments for your 403(b).

Select the topics below to expand and view additional product details


Your financial advisor will provide investment education so you can decide which options are best for your personal goals.
Regular paycheck deferrals will result in your purchases being dollar-cost averaged.
You may change your investment strategy at any time.
If your plan allows hardship withdrawals, your advisor may assist you with the paperwork.
We will calculate and distribute your RMD upon request.


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




$75.00 At the time account is closed Flat Dollar Amount No No No

$40.00 Quarterly Flat Dollar Amount Yes No Yes
Fee Waiver
$10 fee is applied quarterly.

$50.00 At the time funds are withdrawn Flat Dollar Amount No No No

Funding Options


Fixed Investment Options

Variable Investment Options


add to Compare Compare

Compare up to 3 products
Compare up to 3 products
Product Name
Type

()
  Add to Favorites In Favorites Remove from List


add to Favorites Favorites

There are currently no favorites
10 maximum per product type
Product Name
Type

()
  Add to Favorites In Favorites Remove from List