Brecek & Young Advisors / TDS Group, Inc (aka: Brecek & Young) - General Status
Brecek & Young Advisors, Inc plans to have continued involvement in the 403(b) market. Brecek & Young Advisors, Inc has signed CCC's ISA. We will post it as soon as we receive the document
Brecek & Young Advisors / TDS Group, Inc (aka: Brecek & Young) Web Homepage
Brecek & Young has NOT provided any link to its home office webpage. As soon as Brecek & Young provides a weblink, we'll post it here immediately.
Investment Fund Information
The following web links have been provided by Brecek & Young to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Brecek & Young offers the following type of 403(b) investment option:
- Fixed Annuities
- Variable Annuities with a Fixed Account
- 403(b)(7) Custodial Mutual Funds (No-Load)
- 403(b)(7) Custodial Mutual Funds (Load)
- 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
- End of List
Roth 403(b) Contribution Policy
Brecek & Young accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.
Marketing Information
Investment products of Brecek & Young are marketed using the following approaches:
- End of List Declared by Brecek & Young
Helpful Employee Resources
Brecek & Young has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Brecek & Young provides a weblink to us, we'll post it here immediately.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with Brecek & Young, please visit our General Brecek & Young Advisors / TDS Group, Inc Page.
Vendor Page Maintainance
Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.
Vendor FormsBrecek & Young has not provided copies of or links to any Vendor Forms. Please contact Brecek & Young to request any forms you might need.
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Employers for which Brecek & Young Advisors / TDS Group, Inc (aka: Brecek & Young) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans Brecek & Young holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans Brecek & Young holds an Inactive Payroll Slot:
Employers for which Brecek & Young is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans Brecek & Young is eligible to receive exchanges, transfers, and rollover contributions because Brecek & Young has signed
a Direct Information Sharing Agreement with Employers in this list:
Employers for which Brecek & Young is an Orphaned Vendor
An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Brecek & Young is classified as an Orphaned Vendor:
Employers for which Brecek & Young is a Deselected Vendor
Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Brecek & Young is a Deselected Vendor.
Employers for which Brecek & Young is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans Brecek & Young is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans Brecek & Young is classified as a Grandfathered Exchange Vendor:
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