What are the fees associated with an account?

The ABLE for ALL Savings Plan aims to keep investment fees relatively low and waive any additional recurring fees when you manage your account online—the easiest and simplest way to manage your account.

There is a low annual fee of $35 to keep everything running smoothly. There is also an annual administrative fee of 0.30% to 0.34% on the account’s balance and the investment option.

 Additional fees are added based on how you use the account:

• Rollovers / Transfers out of plan: $50

• ACH fail / Returned checks: $25

• Paper account statements (annual, per account owner): $10

*this fee is currently being waived

• Overnight check or statements delivery: $15

• Reissuing checks: $15

• Outgoing wires: $15

• Paper check disbursement: $2.50 each

Please see the Plan Disclosure Booklet (PDF) for a complete description of all of the investment option fees.