Fidelity Unveils 403(b) Plan For the K-12 Market

October 10, 2001( - Fidelity Investments Institutional Services Company, Inc. (FIIS) has introduced Fidelity Advisor 403(b), a workplace retirement plan designed specifically for the K-12 public school market.

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