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Lincoln County School District

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

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:

  • End of List Declared by Brecek & Young

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.

 

Brecek & Young Advisors / TDS Group, Inc (aka: Brecek & Young) - Lincoln County Status

If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

Brecek & Young Advisors / TDS Group, Inc Plan Number

When contacting Brecek & Young or its local contacts, have ready your Lincoln County - Brecek & Young Advisors / TDS Group, Inc GROUP NUMBER: To Be Determined

Lincoln County EIN

When contacting Brecek & Young or its local contacts, you may require the Lincoln County EIN: 936000627

Lincoln County 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 Brecek & Young on Lincoln County list of authorized vendors.

Request Additional Information from Brecek & Young Advisors / TDS Group, Inc

Contact Brecek & Young directly if you have additional questions about Brecek & Young products or services.

Information Sharing Agreement, If Applicable

Brecek & Young Advisors / TDS Group, Inc has NOT signed any Direct Information Sharing Agreement with Lincoln County or any Umbrella Information Sharing Agreement with CCC. Consequently, Brecek & Young is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Lincoln County 403(b) accounts.

Employer Minimum Contribution

Lincoln County does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Brecek & Young Advisors / TDS Group, Inc requires a minimum monthly contribution of $25.00 , and a total minimum annual contribution of $300.00 .

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.

Lincoln County Vendor Information Page

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