Helping you succeed in a changing environment
Over the past few years, regulatory requirements for tax-exempt organizations' retirement plans have changed dramatically. As a result, you are facing new responsibilities, like increased plan documentation and approval requirements, the need for more employee education, and additional fiduciary duties.
Fidelity understands how challenging these demands on your time can be. We can help you comply with regulations and maximize the benefits of your plan. Our comprehensive suite of services includes plan design resources, compliance services, and consulting.
Because you are a dedicated vendor, Fidelity can help shoulder your administrative and fiduciary responsibilities.
Letting your employees choose Fidelity can provide them access to a wider range of investment options, resources, and tools.
Visit the Resource Center to read more about Fidelity's perspective on issues impacting the tax-exempt market.
Call 866.418.5173 or contact us to discuss single- and multi-vendor 403(b) solutions.
* Based on U.S. 403(b) assets under management, as of 12/31/2009, based on the PLANSPONSOR.com annual Defined Contribution Recordkeeping Survey.