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Do-It-For-MeSM Investor

The Managed Account service for the Do-It-For-Me Investor provides ongoing professional asset management at the individual participant level. Participants receive a personalized and strategically designed retirement portfolio that is automatically managed quarter-to-quarter and that reflects a participant's own unique time frames and personal retirement information. The Managed Account fee, assessed quarterly, is based on a participant's account balance, as shown in the following table.

 

Managed Account Service Annual Fees Account Balance Annual Fee
Less than $100,000

0.45%

Next $150,000 0.35%
Next $150,000 0.25%
Greater than $400,000 0.15%

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