Fidelity Advisor 403(b), which offers a range of mutual fund options, will be distributed exclusively through investment professionals that are experienced in the K-12 marketplace.
In addition to offering a dedicated client service team and 47 Fidelity Advisor
Funds with flexible pricing options, other features of Fidelity Advisor 403(b) include:
- access to account information for plan participants both online through Fidelity NetBenefits and through the group’s automated voice response system,
- access to individual account information for advisors through AdvisorXpress,
- loan and hardship withdrawal options, and
- comprehensive advisor support materials including participant-targeted advertising, online calculators and marketing/educational brochures