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Brecek & Young Advisors / TDS Group, Inc
(aka: Brecek & Young)
Vendor General Information

This Vendor Page has not been approved by Brecek & Young Advisors / TDS Group, Inc,
but the information provided should be useful to you.

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 Homepage may be accessed here .

Product Information

Click the link(s) below for information on Brecek & Young investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Brecek & Young accounts:

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403(b) Investment Options

Brecek & Young offers the following type(s) 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)
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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:

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Helpful Employee Resources

Brecek & Young provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.

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 Forms and Online Submissions Links

Brecek & Young has not provided copies of or links to any Vendor Forms. Please contact Brecek & Young to request any forms you might need.

 

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:

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Important: The list below represents those Employers in whose 403(b) Plans Brecek & Young holds an Inactive Payroll Slot:

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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 unless otherwise noted in the "General Status" section of this page:

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:

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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:

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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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