- 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.
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. The list of Employers with RKAs can be found here.
Fidelity Homepage may be accessed here .
Click the link(s) below for information on Fidelity investment products:
Click the link(s) below for information on the fees associated with Fidelity accounts:
403(b) Investment Options
Fidelity offers the following type(s) 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 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.
- Beaverton 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 Beaverton - Fidelity Investments PLAN OR GROUP NUMBER: 54544
When contacting Fidelity or its local contacts, you may require the Beaverton EIN: 936001065
Beaverton 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 Beaverton 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 Beaverton and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Beaverton 403(b) accounts. You may view that Signed Document here: Direct-ISA (pdf).
Employer Minimum Contribution
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
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.
Beaverton Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Beaverton 403(b) Plan and much more on the Beaverton Information Page, available by clicking here.