Documents, Forms, and Resources
**Electronic Contributions Required as of 2017**
Contributions made easier with Fidelity's Simplified Contribution Platform (SCP)!
Fidelity’s Simplified Contribution Platform is finally here.
We are excited to offer you access to a secure and easy way to submit your plan contributions to Fidelity. The new online contribution processing has been implemented as an alternative to the Plan Sponsor Webstation (PSW) process that you are using today.
We listened to your comments regarding PSW and are migrating all PSW users to the new SCP platform. The ACC understands that employers making the contributions on behalf of our members are busy! Dealing with another complicated system is the last thing they want to add to their plate. That is why we are migrating all PSW users to SCP! There is minimal set up required at the onset, and then SCP memorizes the previous contribution amounts entered to help streamline your process. From the second contribution forward, it only takes five (5) clicks to make a contribution! Those who have been using SCP are ecstatic about the ease and intuitive nature of the site.
Jill - Bookkeeper said " I was hesitant to switch to a new system, as PSW was tough to get used to. However, once I did switch I regretted not having done it sooner! I love that after making the first contribution, the amounts are stored under the correct source and I only need to make changes when the contribution amounts change! Being able to schedule a contribution accommodates my part time work schedule, allowing me to make all contributions exactly when I want to, regardless of my work hours and I don't worry about forgetting."
You are encouraged to follow the prompts in the email from Fidelity, which includes your temporary password, that you received, as PSW will only be available for a limited amount of time. Once you have logged in to SCP successfully and updated your password, add a funding method right away as it takes Fidelity 10 business days to verify each new bank account added before it is available for use. After the bank account is verified, enjoy the simple contribution process! Lost the email sent to you (all PSW user ? No problem, just enter your email and select "forgot your password" to create a new password. Are you a brand new user in our system? Just select "New User" on the login page and fill out the form. The Retirement and Group Benefits Administrator will receive an email and approve your access!
|Simplified Contribution Platform Website||https://contribution.appiancloud.com/suite/|
|Customer Service Hours||8AM-6PM EST|
|Customer Service Phone Number||1-800-917-4369|
|Customer Service Email||SCPHelp@fmr.com|
|SCP User Manual||User Manual|
|SCP Division Code (required for New User form)||Contact Retirement and Group Benefits Administrator for division code|
Contact information for the Retirement and Group Benefits Administrator:
Call: 847-781-7800, ext 302 from 9:00AM to 5PM CST (M-Thurs), 9:00AM to 4PM CST (Friday)
IRS Annual Limits: The 2019 IRS Salary Deferral limit is $19,000. For participants age 50 or older by December 31, 2019 the Salary Deferral catch up amount is $6,000 (Total of $25,000 [$19,000 + $ 6,000 Catch-Up]). The total 415 limitation under Section 415(c)(1)(A) in 2019 is $56,000 (a combination of salary deferral and temple contributions) for those under 50, and $62,000 for those 50 and over.
Fidelity Investments PSW Information
Fidelity Investments' Plan Administration team is available to assist you in the use of the Fidelity PSW system, every step of the way. Once your login has been established, please contact Fidelity with any training, support, or technical issues. Unlimited training and support is available to employers at no charge; Fidelity's exceptional services are included as a benefit of our Plan.
Contact information for Fidelity Investments for employers:
- Fidelity Plan Sponsor Webstation (PSW) System: https://psw.fidelity.com/
- For PSW Training & Support issues: 888-502-7526 from 8AM to 6PM ET
(Enter 71280 as the 5-digit plan number and then select the first option for Plan Administration)
- Email: firstname.lastname@example.org
- For PSW Technical Support: 800-735-2862 from 8:30AM to 6PM ET
(For password resets, system unavailable messages/critical errors and reporting issues)
- Within the online PSW Training Center, you can access reference guides and tours to help you complete specific tasks
Forms and Documents
ACC Participating Employer Adoption Agreement - fill out when first hiring a ACC Cantor
ACC Retirement Plan Enrollment Guide - for all participants, congregations and financial advisors; includes investment options and commonly asked questions
SCP User Manual - instructions on how to add a funding source, make a contribution and more
IRS Elective Deferral Rules - a brief description of responsibilities, rules, and regulations from the IRS (the annual limits are outdated, but the other information is still relevant)
Contributions Calculation Form - for all contributing participants, to be completed each year and returned to the ACC office by email, mail or fax by November 30th of every year
Contributions Tracking Worksheet - for congregations to keep track of the contributions made to their cantor's Retirement Plan, especially helpful when salary deferrals are elected