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Lincoln County School District

Brecek & Young Advisors / TDS Group, Inc

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

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

Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of Brecek & Young are marketed using the following approaches:

Helpful Employee Resources

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

  • Brecek & Young 403(b) Consumer Education Page
  •  

    Lincoln County Status

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

    Lincoln County Plan Number

    When contacting Brecek & Young to open an account, please reference Plan Number: To Be Determined

    Lincoln County 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

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

    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.

    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 Brecek & Young to request your form.