Fideliy

PLAN PROVIDER:

Fidelity
Select an option

BrokerageLink (SDBA)
Core overlay 403(b), 457, 401(a)
BrokerageLink available?

Yes
No
Management allowed?

Yes
No
Third-party plan consent?

Yes
No
Fee liquidation available?

Yes
No

PLAN PROVIDER: FIDELITY: SOLUTION:

Quantified Funds
- Solutions offered through our Quantified Funds.
- Adviser fee up to 30 bps.
Browse the funds

PLAN PROVIDER: FIDELITY: SOLUTION:

Overlay
- Overlay management available on existing funds through the plan.
- Traditional fee structure applies.
- Adviser fee up to 1.25%.
Browse the funds

PLAN PROVIDER: FIDELITY: SOLUTION:

Unavailable

It appears that FPI cannot manage the plan, but we can double-check.

Fill out the form below and a member of the FPI staff will respond with possible options. You may optionally upload a specific client statement for FPI research.

Verify eligibility

PLAN PROVIDER: FIDELITY: SOLUTION:

Unavailable

It appears that FPI cannot manage the plan, but we can double-check.

Fill out the form below and a member of the FPI staff will respond with possible options. You may optionally upload a specific client statement for FPI research.

Verify eligibility

SOLUTION:

Unavailable

It appears that FPI cannot manage the plan, but we can double-check.

Fill out the form below and a member of the FPI staff will respond with possible options. You may optionally upload a specific client statement for FPI research.

Verify eligibility

SOLUTION:

Unavailable

It appears that FPI cannot manage the plan, but we can double-check.

Fill out the form below and a member of the FPI staff will respond with possible options. You may optionally upload a specific client statement for FPI research.

Verify eligibility