No Hidden Fees, No Kickbacks, No Commissions

$400 Quarterly (employer paid)

$5.00 quarterly per active participant (can be employee or employer paid)

0.40% of account balance annually

INCLUDES

• Recordkeeping, custody and 3(38) fiduciary advisory services
• Select from a menu of included index or target date funds
• Optionally select from a menu of managed portfolios
• 1-1 professional investment advice on demand