Jasonjules 0 Report post Posted July 10, 2019 Could somebody provide a comparison chart of fees between Axa and vanguard 403(b) plans. For a few different index funds (sp500), large cap index, etc... i am attempting to convince my school district to add vanguard, but I’m meeting resistance Quote Share this post Link to post Share on other sites
bjackson 0 Report post Posted July 16, 2019 Jason, AXA does a great job of hiding charges, but here are the charges with Equivest (their most popular product). Administration charge: 2% or $30 Separate Account Charges: 1.20 % (Mortality & Expense charge 0.95% + other expenses 0.25%) Underlying Portfolio Operating Expenses: 1.03% (average fund expense) Personal Income Benefit Charge: 1% Withdrawal Charges: 5% Quote Share this post Link to post Share on other sites
EdLaFave 0 Report post Posted July 16, 2019 Based on OCPS (FL), which I think is the same everywhere: AXA is documented here. Vanguard is documented here. If your state doesn’t have a great 457b then you’re also going to want to add a vendor for that too. Fidelity is the best, they’re documented here. I’m happy to help you reform your district’s plans. I’ve successfully done it in my district. You can navigate to my blog to read some of posts about it. I also answered a question about this over on a bogleheads thread. Reach out if you want help. Quote Share this post Link to post Share on other sites
