Fidelity Investments (aka: Fidelity) - General Status
TRANSACTION PROCESSING ALERT: Fidelity Investments requires “wet signatures” by the Participant and by CCC on distribution transaction processing forms. Please mail completed, signed, and dated Fidelity distribution related forms directly to CCC for processing. For processing contract exchanges, CCC has provided a list of vendors eligible to receive contract exchanges. As a result, Fidelity should process the contract exchange to an eligible vendor without requiring further sign-off by CCC. Please note that no loans or hardship distributions are allowed through Fidelity Investments
Registered Investment Advisor Authorization Forms do not need to be authorized by the Employer if a Direct ISA (in the form of a Fidelity RKA) is in place between the Employer and Fidelity.
Fidelity Investments is remaining in the 403(b) market, but will not enter into Information Sharing Agreements (ISAs) with third parties. Fidelity Investments is not offering an ISA, but rather a Record Keeping Agreement (RKA) with information sharing language. Employers who have entered into Fidelity Investment RKAs and instructions for Employers who wish to complete an RKA can be found by clicking here.
On June 21, 2010 some Employers and effected Employees received notices from Fidelity Investments indicating that the company will no longer be offer the Fidelity Advisors 403(b) investment option and will no longer accept contributions to existing accounts as of October 1, 2010. This change will only effect a small group of participants with Fidelity accounts, as the vast majority of participants contribute to Fidelity Investment accounts rather than Fidelity Advisor accounts. Employers have been notified directly of which participant accounts this change applies to and the participants will individually receive letters notifying them of this change.
Fidelity Investments (aka: Fidelity) Web Homepage
Fidelity has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Fidelity, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Fidelity 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
Fidelity offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Fidelity 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.
Investment products of Fidelity are marketed using the following approaches:
- End of List Declared by Fidelity
Helpful Employee Resources
Fidelity 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 Fidelity 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 Fidelity, please visit our General Fidelity Investments 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.
Fidelity Investments (aka: Fidelity) - 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 GROUP NUMBER: 63509
Bend-La Pine Schools EIN
When contacting Fidelity or its local contacts, you may require the Bend-La Pine Schools EIN: 936000393
Bend-La Pine Schools Local Contacts
Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Fidelity on Bend-La Pine Schools list of authorized vendors.
Request Additional Information from Fidelity Investments
Contact Fidelity directly if you have additional questions about Fidelity products or services.
Fidelity has not provided us with any online contact methods. 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
does not require any monthly contribution amount
Fidelity Investments has supplied the following forms which may be PDFs or online submittals:
Please contact Fidelity to request any other type of forms you might need.
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.