Documents, Forms, and Resources

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Documents, Forms, and Resources

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Electronic Contributions Required as of 2017

All participating employers are to make contributions electronically for Temple Contributions and Salary Deferrals using Fidelity's PSW system as of January, 2017. If your temple is new to PSW, you will be able to fund contributions faster and more securely than with traditional paper checks. The ACC Office no longer accepts contribution checks. Any contribution checks received after this date will be voided and returned to the employer.

Hundreds of Executive Directors, finance personnel and temple Treasurers have been using Fidelity's PSW system to process employee contributions for the past several years. Please join them and return your PSW User Access Form today. Contact ACC Retirement Plan Admin in the ACC Office with any questions regarding initial PSW setup.

 

Fidelity Investments

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: www.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: fidelitysupporttem@fidelity.com
  • 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

This is the best contact information for the American Conference of Cantors for employers regarding PSW setup:

Call: 847-781-7800, ext 302 from 9:00AM to 5PM CT (M-Thurs), 9:00AM to 4PM CT (Friday)
Fax: 847-781-7801
Email: retirement@accantors.org

Important Note: The 2018 IRS Salary Deferral limit is $18,500. For participants age 50 or older by December 31, 2018 the Salary Deferral limit is $24,500 ($18,500 + $ 6,000 Catch-Up). The 415 limitation under Section 415(c)(1)(A) in 2018 is $55,000.

Forms and Documents

ACC Participating Employer Adoption Agreement - fill out when first hiring a ACC Cantor

PSW User Access Form - for new users/synagogue employees

ACC Retirement Plan Enrollment Guide - for all participants, congregations and financial advisors; includes investment options and commonly asked questions

PSW Setup Options Guide - instructions on how to add a funding source, make a contribution and more

PSW Quick Guide - a quick glance at the PSW homepage

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