Jump to content
Sign in to follow this  

Fidelity 457 Plan Document

Recommended Posts



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,



Share this post

Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Sign in to follow this  

  • Create New...