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makouri

Fidelity 457 Plan Document

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Hello,

 

need help understanding something(s). I get a hold of Fidelity after reading here that they do in fact offer the 457 and the rep sends me the info and the 52 page plan document. I pass it along to our decision maker who speaks with the Fidelity rep and....long story short:

 

we won't be using Fidelity because they won't accept our plan document and our district won't accept theirs. What could the material difference be between the plan documents? Why does a 457 need one but a 403 doesn't? We can use fidelity under the 403. What am I missing?

 

Thanks in advance for all of your input.

 

As an aside, the Fidelity rep told me pretty soon the 403's would need plan documents as well.

 

Thanks again,

 

Mike

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