Retirement

Retirement Planner Variable Annuity

Annuity Product Types: 
Key Phrases: 
Company Offering: 
Phone Number: 
1-800-523-0650
Surrender Fees: 
7%
6%
5%
4%
4%
3%
3%
2%
2%
1%
0%
Variable Annuity Fields
Minimum Premium Payment: 
250
Maximum Premium Payment: 
5000000
Minimum Additional Premium Payment: 
50
Minimum Total Fees and Expenses: 
2%
Maximum Total Fees and Expenses: 
3%
Minimum Mortality and Expense Risk Charge “M&E Fee”: 
1%
Maximum Mortality and Expense Risk Charge “M&E Fee”: 
1%
Administrative and Contract Maintenance Expense: 
0%
Administrative Fee: 
$30
Minimum Investment Management Fee: 
0%
Maximum Investment Management Fee: 
2%
Total Number of Investment Options: 
29
Maximum Number of Concurrent Investment Options: 
29
Waiver of Withdrawal Charges: 
Available
Guaranteed Death Benefit: 
Available
Are Loans Allowed: 
Yes
Are Telephone Transactions Allowed: 
Yes
Commissions (Maximum): 
6%
Key Phrases:
Key Phrases: 
Annuity Product Types: 

Fidelity Personal Retirement Annuity

Annuity Product Types: 
Key Phrases: 
Glossary: 
Company Offering: 
Phone Number: 
800-634-9361
Variable Annuity Fields
Minimum Premium Payment: 
10000
Minimum Additional Premium Payment: 
250
Maximum Age at Start of Contract: 
85 years
Minimum Total Fees and Expenses: 
0%
Maximum Total Fees and Expenses: 
3%
Minimum Mortality and Expense Risk Charge “M&E Fee”: 
0%
Maximum Mortality and Expense Risk Charge “M&E Fee”: 
0%
Administrative and Contract Maintenance Expense: 
0%
Administrative Fee: 
$0
Minimum Investment Management Fee: 
0%
Maximum Investment Management Fee: 
2%
Total Number of Investment Options: 
56
Maximum Number of Concurrent Investment Options: 
56
Are Telephone Transactions Allowed: 
Yes
Commissions (Maximum): 
2%
Key Phrases:
Glossary: 
Key Phrases: 
Annuity Product Types: 

Retirement Access-NY B Series

Also see the product listing for Retirement Access-NY L Series.

Also see the product listing for Retirement Access-NY X Series.

Annuity Product Types: 
Key Phrases: 
Company Offering: 
Phone Number: 
-
Surrender Fees: 
7%
6%
5%
4%
3%
2%
1%
0%
Variable Annuity Fields
Minimum Premium Payment: 
1000
Maximum Premium Payment: 
1000000
Minimum Additional Premium Payment: 
100
Maximum Age at Start of Contract: 
85 years
Minimum Total Fees and Expenses: 
2%
Maximum Total Fees and Expenses: 
4%
Minimum Mortality and Expense Risk Charge “M&E Fee”: 
1%
Maximum Mortality and Expense Risk Charge “M&E Fee”: 
1%
Administrative and Contract Maintenance Expense: 
0%
Administrative Fee: 
$35
Minimum Investment Management Fee: 
1%
Maximum Investment Management Fee: 
3%
Total Number of Investment Options: 
60
Maximum Number of Concurrent Investment Options: 
60
Free Withdrawals: 
Yes
Free Withdrawal Limit: 
10
Waiver of Withdrawal Charges: 
Available
Guaranteed Death Benefit: 
Available
Are Telephone Transactions Allowed: 
Yes
Commissions (Maximum): 
7%
Key Phrases:
Key Phrases: 
Annuity Product Types: 

Retirement Access B Series

Also see the product listing for Retirement Access L Series.

Also see the product listing for Retirement Access X Series.

Annuity Product Types: 
Key Phrases: 
Company Offering: 
Phone Number: 
-
Surrender Fees: 
7%
6%
5%
4%
3%
2%
1%
0%
Variable Annuity Fields
Minimum Premium Payment: 
1000
Maximum Premium Payment: 
1000000
Minimum Additional Premium Payment: 
100
Maximum Age at Start of Contract: 
85 years
Minimum Total Fees and Expenses: 
2%
Maximum Total Fees and Expenses: 
3%
Minimum Mortality and Expense Risk Charge “M&E Fee”: 
1%
Maximum Mortality and Expense Risk Charge “M&E Fee”: 
1%
Administrative and Contract Maintenance Expense: 
0%
Administrative Fee: 
$35
Minimum Investment Management Fee: 
1%
Maximum Investment Management Fee: 
2%
Total Number of Investment Options: 
62
Maximum Number of Concurrent Investment Options: 
62
Free Withdrawals: 
Yes
Free Withdrawal Limit: 
10
Waiver of Withdrawal Charges: 
Available
Guaranteed Death Benefit: 
Available
Are Telephone Transactions Allowed: 
Yes
Commissions (Maximum): 
7%
Key Phrases:
Key Phrases: 
Annuity Product Types: 

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