Small-Business Retirement FAQs: Fidelity PlanManager^SM

Fidelity PlanManager^SM is an online tool for administration of plan contributions at planmanager.fidelity.comLog In Required. Fidelity PlanManager is a website designed to make SIMPLE IRA plan administration fast and easy. It enables you to make employee allocations quickly and accurately.

An employer can process Salary Deferral contributions, and matching or non-elective contributions. Get more information about SIMPLE IRA and Fidelity PlanManager or contact a retirement representative at 800-544-5373 between 8 a.m. and 8 p.m. ET, seven days a week.

Electronic contributions and online allocations are a fast and easy way to manage your SIMPLE IRA plan. Fidelity PlanManager^SM is available online 24 hours a day, seven days a week. It helps ensure accurate processing and keeps plan administrative costs low. It also makes recordkeeping easier by storing historical plan information, such as YTD contributions.

There is a maintenance period during which some services may not be available.

You need to notify Fidelity in writing that you have changed your bank. Once the information has been updated at both institutions, which may take up to 10 business days, you will receive notification of the date your changes will become effective and you can resume using Fidelity PlanManager^SM. Your funding account number will remain the same.

If you have logged in incorrectly three times, your Fidelity PlanManager^SM account will be blocked as a security precaution. Contact a retirement representative at 800-544-5373.

Yes, there is an option on the Fidelity PlanManager^SM contribution year screen, to pre-enter previous contribution amounts. You can update this option if the amounts change.

Contact a retirement representative at 800-544-5373, between 8 a.m. and 8 p.m. ET, seven days a week if you need to change a contribution after it has been processed.

If you recently entered a contribution that has not yet been processed and you try to enter a conflicting contribution, you will be alerted that your current order will override, or delete, your previous entry. Unless you intend to replace the earlier contribution, you must wait until your previous entry has been processed.