SIMPLE Plan Sponsor Resource Center

Welcome to Fidelity's SIMPLE Plan Sponsor Resource Center.

Attention

Effective August 21, 2017 you will be making your contributions using DST's Fan Plan Sponsor site. You will receive a detailed letter from Fidelity in the next two weeks containing your log in credentials and documenting the new procedures. You can reference the following one and a half minute videos to preview the new site.

FAQs for Plan Sponsors

FAQs for Employees

Plan Sponsor News and Resources

SIMPLE IRA Plan Checklist (IRS.gov) - It's important to review the requirements for operating your SIMPLE IRA plan every year. This checklist has been designed as a diagnostic tool to help you keep your SIMPLE IRA plan in compliance with important tax rules.

 
 

There was an issue with your input

 
 
 

Please confirm