Compare Providers

Compare Providers


 

AIG Retirement Services (VALIC)

Customer Service Phone Number: (800) 448-2542

Annuity Platform


Portfolio Director: Portfolio Director is a long-term investment program. It features a full investment lineup selected among more than 70 investment options available from Portfolio Director Fixed and Variable Annuity.

Fee Descriptions for Product

Product Name: Portfolio Director


Expense Ratio:
     1.02% - 1.60%
Other Fees:
     Mortality and Risk Charge: 0.75% - 1.25%
Third Party Administration Fee:
     $0.00
Surrender Charge/In Service Transfer Fee/Account Termination:
     InService Transfer Fee:
      The Lessor of:
      5.00% of withdrawal amount, or 5.00% of all deposits in the previous 5 years
Default Investment Account:
     Target Date Portfolio Based on DOB

American Century Services, LLC

Customer Service Phone Number: (844) 788-3474 ext. 5

Mutual Fund Platform


One Choice® Target Date Portfolio: Our One Choice® Target Date Portfolios allow you to spend less time picking investments with a single portfolio that invests in multiple funds from a variety of investment styles and market sizes.

Fee Descriptions for Product

Product Name: One Choice® Portfolio


Expense Ratio:
     0.79% - 0.98%
Other Fees:
     N/A
Third Party Administration Fee:
     $0.00
Surrender Charge/In Service Transfer Fee/Account Termination:
     N/A
Default Investment Account:
     Target Date Portfolio Based on DOB

AXA Equitable Life Insurance Company

Customer Service Phone Number: (800) 628-6673

Annuity Platform


EQUI-VEST Strategies Series 900: You have the flexibility to invest in a way that works for you, based on your personal goals and the amount of risk you are comfortable taking. The EQUI-VEST Strategies product offers options that invest in stocks and bonds for growth potential and options that protect against market declines.

Fee Descriptions for Product

Product Name: EQUI-VEST Strategies Series 900


Expense Ratio:
     0.90%
Other Fees:
     $30.00 AXA admin charge
     waived at $25,000 balance
Third Party Administration Fee:
     $0.00
Surrender Charge/In Service Transfer Fee/Account Termination:
     Declining 10yr:
      Years 1-5: 6%
      Year 6: 5%
      Year 7: 4%
      Year 8: 3%
      Year 9: 2%
      Year 10: 1%
      Thereafter 0%; Charge is waived for certain circumstances.
      $25.00 third-party transfer/rollover charge per occurrence
Default Investment Account:
     Target Date Portfolio Based on DOB

National Life Group

Customer Service Phone Number: (800) 579-2878

Annuity Platform


SecurePlus Silver - Flexible Premium: National Life Group is proud to be a provider for your retirement plan. We offer guaranteed income strategies utilizing fixed indexed annuities with optional Guaranteed Lifetime Income Riders.

Fee Descriptions for Product

Product Name: SecurePlus Gold - Flexible Premium


Expense Ratio:
     $0.00
Other Fees:
     N/A
Third Party Administration Fee:
     $0.00
Surrender Charge/In Service Transfer Fee/Account Termination:
     Declining 10 yr:
      Year 1: 10%
      Year 2: 9%
      Year 3: 8%
      Year 4: 7%
      Year 5: 6%
      Year 6: 5%
      Year 7: 4%
      Year 8: 3%
      Year 9: 2%
      Year 10: 1%
Default Investment Account:
     Declared Interest Account

Suncoast Credit Union

Customer Service Phone Number: (866) 300-9382

Mutual Fund Platform


Flexible Advantage: Suncoast Credit Union is the largest credit union in the State of Florida with $15.3 billion in assets serving over 1 million members across the state. Suncoast Credit Union engaged with an industry leader to deliver state of the art retirement plan platform, Nationwide Mutual Insurance Company. The Flexible Advantage product offers a broad array of investment options without proprietary fund requirements, alongside with fee transparency and comprehensive support.

Fee Descriptions for Product

Product Name: Flexible Advantage


Expense Ratio:
     0.89%-0.04%
Other Fees:
     Operation & Custodial Fee: 0.85%
Third Party Administration Fee:
     $0.00
Surrender Charge/In Service Transfer Fee/Account Termination:
     N/A
Default Investment Account:
     Target Date Portfolio Based on DOB

VOYA Financial

Customer Service Phone Number: (800) 584-6001

Annuity Platform


Custom Choice II: With this variable annuity contract, issued by Voya Retirement Insurance and Annuity Company ("VRIAC"), you can build a portfolio from an extensive menu of variable investment options managed by established portfolio managers.

Fee Descriptions for Product

Product Name: Custom Choice II


Expense Ratio:
     0.39%
Other Fees:
     Daily Asset Charge: 0.75%
Third Party Administration Fee:
     $0.00
Surrender Charge/In Service Transfer Fee/Account Termination:
     Declining: 5yr:
      Less than 1 = 5%
      1 or more but less than 2: 4%
      2 or more but less than 3: 3%
      3 or more but less than 4: 2%
      4 or more but less than 5: 1%
      5 or more: 0%
Default Investment Account:
     Target Date Portfolio Based on DOB



DISCLAIMER: Investment performance is not guaranteed. Past performance may not be a good predictor of future performance. Investment values will and may be worth more or less than the original amount invested at any point in time. All data should be used as a hypothetical representation of these comparisons. These portfolios may assume equal weightings and have not been audited by a third party and should not be relied upon to make an investment decision but used to get a general understanding of how the portfolios have performed. These returns should only be used to hypothetically compare results.