Helping school employees of San Diego County, Riverside County, and Imperial County save for retirement.

 

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Schedule of Fees

 

The following general fees and transaction fees are specific to the Empower Retirement- SDCOE/Fringe Benefits Consortium 403(b)/457(b) Program Vendor on the FBC's Approved Vendor List.

 

General Fees

  • 0.13% asset based wrap fee

  • 0.03% asset based administration fee

 

Transaction Fees

  • Distribution or rollover (including hardship withdrawal and unforeseeable emergency withdrawal): $25.00.

  • Loans: $65.00 initial processing fee and $50.00 annual maintenance fee.

 

There are no front-end loads, back-end loads, or surrender fees

 

Compliance Fees (not specific to Empower)

  • Up to $1.50 per month compliance fee assessed to accounts with balances of any FBC approved vendor

 

The FBC Program has prepared a TPA Fee Disclosure Statement in accordance with California Education Code Section 44041.5

 

To obtain fee information for other FBC approved vendors, please either contact your vendor or research their fees at 403bcompare.com.

 

 

 

 

 

 

 

 

 

 

 

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Copyright ゥ 2002-2007 Risk Management JPA / Fringe Benefits Consortium

6401 Linda Vista Road, San Diego, CA 92111