The happenings "inside" the Wisconsin State Treasury and across the street at the State Capitol

FAQ Edvest: What Are the Plan Fees?


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With Edvest there are no sales charges,
start-up or maintenance fees.

 

An annual asset-based management fee will be paid to TIAA-CREF Tuition Financing, Inc. to cover the cost of investment management and administrative services. The estimated underlying fund expenses range from 0.0% to 0.37%. The Principal Plus Interest Portfolio has no annual asset based fees. Please note that the State of Wisconsin reserves the right to change the current fee and impose new or additional fees, expenses, charges or penalties in the future. For details on the management fee, please see fees and expenses.

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One response

  1. Pingback: FAQ Edvest: What Are the State and Federal Tax Advantages? | Wisconsin State Treasury

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