Carruth Compliance Consulting

     Retirement Readiness      For Employees      For Employers      For Vendors      About Us      Contact Us 

    Login   
Skip Navigation Links.

CCC is closed on Monday, January 19th in observance of President's Day.



Bend-La Pine Schools

Fidelity Investments

This Vendor Page has not been approved by Fidelity Investments,
but the information provided should be useful to you.

Fidelity Investments - General Status

Fidelity Investments Landing Pages

Product and Fee Information

Click the link(s) below for information on Fidelity products:

Marketing Information

Investment products of Fidelity are marketed using the following approaches:

  • Websites

Helpful Employee Resources

Fidelity 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 Fidelity, please visit our General Fidelity Investments Page.

 

Bend-La Pine Schools Status

The Record Keeping Agreement is active. CCC is the designated TPA. Loans are not permitted by Fidelity.

Fidelity Investments Plan Number

When contacting Fidelity or its local contacts, have ready your Bend-La Pine Schools - Fidelity Investments PLAN OR GROUP NUMBER: 63509

Bend-La Pine Schools Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

%IFNOT(VendorWebsites.VendorID)%$

Fidelity has not provided a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Fidelity Investments has signed a Direct Information Sharing Agreement with Bend-La Pine Schools and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Bend-La Pine Schools 403(b) accounts. You may view that Signed Document here: Direct-ISA (pdf).

Employer Minimum Contribution

Bend-La Pine Schools does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Fidelity Investments does not require any monthly contribution amount .

403(b) Investment Options

Fidelity offers the following type(s) of 403(b) investment option:

  • 403(b)(7) Custodial Mutual Funds (No-Load)

Bend-La Pine Schools Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Bend-La Pine Schools 403(b) Plan and much more on the Bend-La Pine Schools Information Page, available by clicking here.