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Portland Community College

Fidelity Investments

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

Fidelity Investments - General Status

Fidelity Investments 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

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.

 

Fidelity Investments Plan Number

When contacting Fidelity or its local contacts, have ready your PCC - Fidelity Investments PLAN OR GROUP NUMBER: 51921

PCC Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

Information Sharing Agreement, If Applicable

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

Employer Minimum Contribution

PCC 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 .

403(b) Investment Options

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

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

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.