Pension and Insurance Plan Information

ACC Pension and Insurance Plan Contact Information:

All calls about the Pension should now go straight to the ACC office in Schaumburg. Click here to send an email to the Pension Team in the ACC office. 847-781-7800 or 847-781-7801 (fax)

The following questions or forms may be answered at the ACC office:
1) Parsonage in Retirement Requests
2) Early Retirement Requests
3) Hardship Distribution requests

To contact Fidelity directly, you have the following options:
Log on to NetBenefits at www.fidelity.com/atwork virtually 24 hours a day from any computer equipped with Internet access. You can view your account balance(s), make exchanges, access mutual fund information, and much more. Automated Telephone Line - Call 1-800-343-0860 toll free virtually 24 hours a day, seven days a week for mutual fund information, and much more.

Fidelity Retirement Services Specialists - Call 1-800-343-0860, Monday through Friday, from 8:00 AM to midnight EST to help you answer any questions about your account or retirement investing in general.

All calls about Long Term Disability Insurance, Voluntary Life Insurance, and Cancer Insurance now go straight to our Insurance Broker:
Jaeger & Flynn 1-518 373-0069

ACC Pension Plan Board Members
Cantors
David Goldstein - Chair
Richard Cohn
Peter Halpern
Charles Romalis

Lay Members
Phyllis Berman
Dennis Drescher
Larry SImon

Contact Info. for Pension Board Chair:
David Goldstein
Office: 847-835-0724 x645
Cell: 847-436-4108
Home: 847-780-4108
cantorgoldstein@nsci.org
DGoldstein762@att.net


2012 Pension Plan Parsonage

Retired Cantors Parsonage Transmittal Forms will be mailed during the fall of 2012. If you wish to request a parsonage distribution from your pension plan in 2012 please complete the form and return to:

American Conference of Cantors                                                      
ATTN: ACC Pension and Insurance Plan Administrator
1305 Remington Road, Suite D
Schaumburg, IL 60173
or fax to (847) 781-7801

Pension Contributions are due by November 30th

It is your responsibility to check the accuracy of your pension
contributions. Access your account on Fidelity NetBenefits at www.fidelity.com/atwork and review your quarterly statements.

  
One of the key benefits of investing at Fidelity is the ease and convenience of accessing your account information and making changes to keep your retirement planning on track. Managing your account is easy, with various ways to access your account information and make account transactions.
 
On Line - Log on to NetBenefits at www.fidelity.com/atwork virtually 24 hours a day from any computer equipped with Internet access. You may view your account balance(s), make exchanges, access mutual fund information, and much more.
 
Automated Telephone Line - Call 1-800-343-0860 toll free virtually 24 hours a day, seven days a week for mutual fund information, and much more.
 
Fidelity Retirement Services Specialists - Call 1-800-343-0860, Monday through Friday, from 8:00 AM to midnight EST to help you answer any questions about your account or retirement investing in general.
 
Important information about Pension Salary Elective Deferral Contributions:

In order to continue to make salary elective contributions (aka voluntary contributions) your congregation must remit them directly to Fidelity Investments per pay period. They may no longer be contributed in a lump sum. Click here for additional information. Click here for information from the IRS regarding the change to the policy.

You are required to fill in your compensation, parsonage, and contribution amount, along with confirmation of prior years of service. The information you supply to the Plan is used to calculate applicable IRS limitation testing. This testing establishes how much you can deposit to the 403(b) pension plan. If you exceed these limits, the excess will be deposited to the Supplemental Plan. This may occur if any or all of the following apply: a high parsonage amount in relationship to your compensation or a large contribution to the Plan in any given year. Remember, the balance deposited is tax-deferred until you retire.

New Enrollment Information

If you are a new member of the ACC and are eligible to join the ACC Pension and Insurance Plan, click here for the New Enrollment Application. Additional information and forms can be found on the "Documents" and "Forms" tabs.

Nearing Retirement Information

Before retirement, every cantor must know how to retain parsonage allowance in retirement. Click here for the FAQ document which will assist you in gathering that information. To transmit your parsonage information to the ACC Pension Plan, please download this form.