Products October 10, 2001
Fidelity Unveils 403(b) Plan For the K-12 Market
October 10, 2001(PLANSPONSOR.com) - 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.
Reported by Camilla Klein
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
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