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Vendors
Fidelity Investments
Hendershot Financial (Lincoln Investment)
ING
Lincoln Financial Group
MetLife Resources
Morgan Stanley Smith Barney
T. Rowe Price
TIAA-CREF
VALIC
Employee and Retiree Service Center (ERSC)
Phone: 301-517-8100
Email: ERSC@mcpsmd.org
Plan Administrators
John Kevin
Dodi Lambert
> Home > Vendors > Fidelity Investments
Fidelity Investments

Fidelity Investments Fidelity Investments was founded in 1946 by Edward C. Johnson 2d, as an investment management company. Fidelity Investments is now the largest privately-held mutual fund company in the country, with $1.3 trillion under management and 83.2 million customers worldwide as of March 31, 2009. Serving the unique needs of the Tax-Exempt Market since 1991, Fidelity is one of the nation's top providers of full-service 401(a), 401(k), 403(b) and 457(b) plans with over 16,000 plan sponsors and 14 million participants.

How To Open An Account and Begin Contributing

Employees must complete an enrollment application (provided below) and return it directly to Fidelity Investments. Once Fidelity Investments has confirmed your account is established you may submit a Salary Reduction/Deferral Agreement to MCPS and begin making contributions.
 

Product Offerings


Determine which Fidelity investments are right for you:

Investment Options (PDF)

Forms and Documents


Applications

403(b) Enrollment Guide (PDF)
457(b) Enrollment Guide (PDF)

Changes in Personal Information

403(b) Beneficiary Designation (PDF)
457(b) or Non-Qualified Beneficiary Designation Form (PDF)

Performance Reports

How to Monitor Your Investment Performance (PDF)

Exchange Request

Transfer/Rollover Form (PDF)

Loan Request

Loan Application (PDF)

Distribution Requests (including hardships)

403(b) Distribution Form (PDF)
457(b) Distribution Form (PDF) and Instructions (PDF)
Contact Information
for This Vendor
Send an Email Message Now
Plan Numbers
403(b) Plan #50300
457(b) Plan #62512
Web Site
www.fidelity.com/atwork
Call Center
Retirement Service Specialists
800-343-0860
Mon-Fri, 8:00am–midnight EST
Mailing Address
Fidelity Investments
P.O. Box 770002
Cincinnati, OH 45277-0090
Bethesda Office
7315 Wisconsin Avenue
Bethesda, MD 20814
Hours
Mon-Fri, 8:00am–5:30pm
Phone Number
800-531-2419
McLean Office
1861 International Drive
McLean, VA 22102
Hours
Mon-Fri, 8:00am–5:30pm
Phone Number
800-543-8736
DC Office
1900 K Street, NW
Suite 110
Washington, DC 20006
Hours
Mon-Fri, 8:00am–5:30pm
Phone Number
800-854-2832
Towson Office
610 York Road
Towson, MD 21204
Hours
Mon-Fri, 8:00am–5:30pm
Phone Number
800-451-2620
Central Reservation Service
800-642-7131
(To schedule a live one on one counseling session)
Telephone Counselors
800-343-0860
(To discuss your questions over the phone)
Representatives
(To discuss retirement planning needs and consolidation)
William Ross
443-996-3450
508-357-3510
William.M.Ross@fmr.com
FINRA #5459603
Jason Caperton
800-248-4213, ext. 3120
Jason.Caperton@fmr.com
FINRA #4159340
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