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| If you already have a Third Party Administrator, but are considering adding Fidelity mutual funds to your retirement plan, consider Fidelity’s Investment Only services. Fidelity products and services can help you manage your plan and satisfy your employees' needs. And, most important, you can choose—a la carte—which ones are most appropriate for your plan:
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| Manage Your Retirement Plan |
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Relationship management is one of the most important benefits we offer you because of the quality of the professionals we dedicate to your business. We focus exclusively on the unique needs of unbundled plans, ensure your needs are met and problems resolved and coordinate Fidelity specialists across a wide range of functional areas.
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Consulting services offers you a variety of investment services, including in-depth information about Fidelity's full fund offerings, and tools to help construct a well thought-out investment menu that helps meet the needs of the plan participants, as well as the plan's investment policies and objectives.
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Plan Expense Reimbursement (PER) reimburses your qualifying plan for a percentage of assets invested in eligible Fidelity mutual funds. This value-added program helps you to defray plan expenses and keep your costs under control. |
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Transition services provide you assistance in making your employees' job transitions easier and less confusing for them. Retirement workshops are a convenient way to help your employees manage change.
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| Help Satisfy Employee Needs |
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Fidelity’s comprehensive investment options can give you the flexibility to structure your plan based on your company's needs, as well as the needs of your employees.
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Employee education includes several programs focused on general retirement planning principles. These programs and materials can benefit participants regardless of your plan's investment providers and options.
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Trading capabilities offered as part of Investment Only give your designated third-party administrator and trustee access to a flexible, efficient, and automated approach to daily trading.*
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| Please consider the mutual funds' investment objectives, risks, charges and expenses before investing. For this and other information on any mutual fund available through the plan, call or write to Fidelity for a free prospectus. Read it carefully before you invest.
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As of January 1, 2005, any Fidelity fund that carries a redemption fee will need to have that fee administered by the plan’s third party administrator.
*Trading services are provided by Fidelity Investments Institutional Operations Company, Inc.
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