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Lebanon Community School District

Fidelity Investments
(aka: Fidelity)

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

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 Homepage may be accessed here .

Product Information

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

Fee Information

Click the link(s) below for information on the fees associated with Fidelity accounts:

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403(b) Investment Options

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

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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.

Marketing Information

Investment products of Fidelity are marketed using the following approaches:

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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.

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) - Lebanon Community School District Status

To Be Determined

Fidelity Investments Plan Number

When contacting Fidelity or its local contacts, have ready your Lebanon Community School District - Fidelity Investments GROUP NUMBER: 83378 (formerly 83363)

Lebanon Community School District EIN

When contacting Fidelity or its local contacts, you may require the Lebanon Community School District EIN: 931175526

Lebanon Community School District 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 Lebanon Community School District list of authorized vendors.

  • 403(b) Customer Service (Participants and Plan Sponsors) - 800-343-0860

Request Additional Information from Fidelity Investments

Contact Fidelity directly if you have additional questions about Fidelity products or services.

Information Sharing Agreement, If Applicable

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

Employer Minimum Contribution

Lebanon Community School District 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 .

Vendor Forms and Online Submissions Links

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.

Lebanon Community School District Vendor Information Page

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