Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "
Fidelity PlanManagerSM is an online tool for administration of plan contributions at simple.fidelity.com . 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, matching or non-elective contributions, and pay the annual SIMPLE administration fee online. Get more information about SIMPLE IRA and Fidelity PlanManager or contact a retirement representative at 800-544-5373 (choose option 3) 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 PlanManagerSM 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 PlanManagerSM. Your funding account number will remain the same.
If you have logged in incorrectly three times, your Fidelity PlanManagerSM account will be blocked as a security precaution. Contact a retirement representative at 800-544-5373 (choose option 3).
Yes, there is an option on the Fidelity PlanManagerSM 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 (choose option 3), 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.