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Brian222Golf

Nea Valuebuilder Directinvest 403(b)(7) - What Are The Fees

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It seems like this is a new way to purchase no-load mutual funds under the new IRS rules by purchasing the Security Benefits NEA Valuebuilder DirectInvest 403(b)(7) - I realize the choices are limited, but there are some good funds at low expense ratios.

 

I also know the reputation of Security Benefits - which is not good. Am I missing something????

 

Does anyone know if there are any hidden fees?

 

Thanks for the input.

 

Brian

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Brian --

The fees WITHIN the funds may be reasonable. Those can fairly easily be discovered. However, what are the fees being charged by Security Benefit? There are some -- and probably more than you may be able to discover. Ask for the prospectus for the plan, not just for the individual funds. Write back and describe what you find in there.... I would guess that there may be some add on fees that you can SELECT and there will be some fees that you have no choice but to pay.

 

JudyS

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