No Hidden Fees, No Kickbacks, No Commissions
One simple and transparent fee structure that includes everything from the cost of the underlying
investments to comprehensive personal service.
INVOICED FEES
$400 Quarterly (employer paid)
$5.00 quarterly per active participant (can be employee or employer paid)
INVESTMENT RELATED FEES
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