The following are fees charged to Participant accounts:

• $15 flat fee, taken from your account quarterly - $3.75 per quarter
  
  and
   

• 5 basis points (BP) per quarter
         ** 5 BP = $0.50 per $1,000 in account or 0.05%

There are no extra charges for making changes to your account, transferring balances, taking a hardship withdrawal, or taking a regular distribution from your account.

There is a transaction fee for Loans from the Plan:

• $100 fee

Mutual fund expense ratios:
These fees are built into the price of the mutual funds.  They are NOT charged to Participant accounts.

AIM International Equity A

American Balanced A

Dryden Stock Index Z

Growth Fund of America R3

Oppenheimer Main St Small Cap

PIMCO Total Return A

Prudential Stable Value

Prudential Guaranteed Income Fund

Van Kampen Growth & Income

Victory Special Value A

Retirement Goal Income

Retirement Goal 2010

Retirement Goal 2020

Retirement Goal 2030

Retirement Goal 2040

Retirement Goal 2050

click here to see recent performance

145

60

24

96

112

96

65

90

102

117

84

102

118

129

134

117

ç Return to Home Page

IUE-CWA Pension Fund
1460 Broad Street
Bloomfield, NJ 07003
973.893.0333 / 973.893.8225 fax

Copyright 1997-2010 IUE-CWA Pension Fund

This page was last modified: 01/05/2010