Retirement Resources

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Retirement Resources

The ACC Retirement Plan, along with Fidelity Investments provides access to your retirement account information when you want it—online, on the phone, or in person at ACC events.   

As always, we strongly recommend you work with your own personal legal and financial advisors. The employees of the ACC are not licensed to provide financial advice; participants need to contact their own financial advisor for specific recommendations and investment direction.

 

ACC Retirement Plan Questions
These topics should be addressed through the Plan Administrator in the ACC Office in Schaumburg:

  • Enrollment
  • Annual Contributions
  • Employer Access to Fidelity's Plan Sponsor Webstation (PSW)
  • Change of Address/Employer, Name change
  • Contribution Calculation Form (includes IRS limits)
  • Parsonage in Retirement Requests
  • Early Retirement Requests
  • Hardship Distributions (or contact Cantor David Goldstein, Chair)
  • Supplemental Plan Distribution Requests

    Note: If you have a balance of $10,000 or more in the Supplemental Plan, you may be able to defer distributions for 5 years or more from the date you retire if you contact the ACC Office at least 1 year in advance of your retirement date

Specific Investment or Participant Account Questions
These topics should be addressed through Fidelity Investments:

  • Establish or Change Beneficiaries
  • Contribution History & Reports
  • Investment Elections
  • Review Investment funds, risk profiles and performance
  • Get a statement or tax forms
  • Estimate a MRD (Minimum Required Distribution) amount prior to age 70 1/2
  • Change mailing preferences/frequency
     

How to contact Fidelity Investments

Participants Employers/PSW Users
800-343-0860 888-502-7526
www.NetBenefits.com/atwork www.psw.fidelity.com