Whether it’s an account (like the deferred comp plan) offered through your employer or an outside IRA, it costs money to grow your savings in a retirement savings account. The MO Deferred Comp Plan prides itself on competitively-low costs and being transparent about any fees passed on to savers. Those costs are highlighted below. Please don’t hesitate to contact us if you have any questions about the costs associated with this savings plan.
Fees apply to both 457 and 401(a) plans.
1 - Charles Schwab & Co., Inc. and MissionSquare are not affiliated and are not responsible for the products and services provided by the other. Schwab Personal Choice Retirement Account® (PCRA) is offered through Charles Schwab & Co., Inc. (Member SIPC), the registered broker/dealer, which also provides other brokerage and custody services to its customers.
2 - For a complete list of brokerage account fees and charges, please refer to the Schwab Pricing Summary document.
A note about fund performance: Historic performance is not necessarily indicative of actual future investment performance, which could differ substantially. Total return assumes that an investment is made at the beginning of the period and redeemed at the end of the period after reinvestment of any dividends and capital gains distributions. Investment return and principal value may fluctuate so that your investment, when redeemed, may be worth more or less than the contribution to your individual account. All returns are calculated in U.S. dollars.
