Carruth Compliance Consulting

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Northwest Regional ESD

Fidelity Investments

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

General Status

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

If available, CCC has linked the vendor's educational resources below:

  • Fidelity 403(b) Consumer Education Page

    NWRESD Plan Number

    When contacting Fidelity to open an account, please reference Plan Number: 63605

    NWRESD Local Contacts

    The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

    Investment Options

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

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

    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.

    Vendor Forms and Online Submissions Links

    When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Fidelity to request your form.