UPDATED FOR 2025
Our 2025 Election/Enrollment Period runs from September 15, 2024 to November 25, 2024
You have until November 25, 2024 to submit the required application and paperwork, but the earlier, the better!
Our 2025 Election/Enrollment Period runs from September 15, 2024 to November 25, 2024
You have until November 25, 2024 to submit the required application and paperwork, but the earlier, the better!
Getting started with your Fidelity SIMPLE IRA Plan
We're excited to offer all eligible employees a new retirement benefit--an employee matched SIMPLE IRA Plan through Fidelity. In short, you can make pretax contributions (withheld from your earnings at payroll) to your Fidelity SIMPLE IRA and Allen's will match your contribution dollar for dollar up to 3% of your annual earnings.
YOU are the owner of your SIMPLE IRA with Fidelity and become a direct client of Fidelity. The IRA is yours to take with you when your time at Allen's comes to an end. While you will work with Allen's to setup and authorize your withholdings and to make changes/updates to your withholdings, you will work directly with Fidelity to setup the specific nature of your portfolio to suite your needs and preferences.
All actively employed team members who have been with us for one year or longer and earned over $5000 in that year are eligible to establish an account.
To learn more and get started with your Fidelity SIMPLE IRA Plan, please download, review, and complete all of the documents below. The Fidelity SIMPLE IRA Application will be completed electronically online.
Any questions can be directed to Sam ([email protected] or via WhatsApp).
We're excited to offer all eligible employees a new retirement benefit--an employee matched SIMPLE IRA Plan through Fidelity. In short, you can make pretax contributions (withheld from your earnings at payroll) to your Fidelity SIMPLE IRA and Allen's will match your contribution dollar for dollar up to 3% of your annual earnings.
YOU are the owner of your SIMPLE IRA with Fidelity and become a direct client of Fidelity. The IRA is yours to take with you when your time at Allen's comes to an end. While you will work with Allen's to setup and authorize your withholdings and to make changes/updates to your withholdings, you will work directly with Fidelity to setup the specific nature of your portfolio to suite your needs and preferences.
All actively employed team members who have been with us for one year or longer and earned over $5000 in that year are eligible to establish an account.
To learn more and get started with your Fidelity SIMPLE IRA Plan, please download, review, and complete all of the documents below. The Fidelity SIMPLE IRA Application will be completed electronically online.
Any questions can be directed to Sam ([email protected] or via WhatsApp).
If you are enrolling for the first time....
You must complete all application steps outlined below.
If you are already enrolled in the program...
You must submit a new Salary Reduction Agreement for 2023 EVEN IF YOU DO NOT WANT TO MAKE ANY CHANGES TO YOUR WITHHOLDING. This authorizes us to continue withholding on your behalf.
You must complete all application steps outlined below.
If you are already enrolled in the program...
You must submit a new Salary Reduction Agreement for 2023 EVEN IF YOU DO NOT WANT TO MAKE ANY CHANGES TO YOUR WITHHOLDING. This authorizes us to continue withholding on your behalf.
Fidelity SIMPLE IRA Plan Summary Description and Plan Participant Notice
| fidelity_simple_ira_model_notice_and_sum_description_2025.pdf |
SIMPLE IRA Employee Enrollment Brochure
| fsi_employee_brochure.pdf |
Fidelity SIMPLE IRA Application
The completed application will be submitted electronically directly to Fidelity.
Under "Employment" when asked for the Employer Tax Payer ID Number use this 000645584
IMPORTANT: When you complete your application, you should be given a confirmation/reference number on the final screen. Make sure you print or save this page or take a picture and email to Sam, as this helps him make sure he can work with Fidelity to locate your application and get you setup in our company program.
Under "Employment" when asked for the Employer Tax Payer ID Number use this 000645584
IMPORTANT: When you complete your application, you should be given a confirmation/reference number on the final screen. Make sure you print or save this page or take a picture and email to Sam, as this helps him make sure he can work with Fidelity to locate your application and get you setup in our company program.
Salary Reduction Agreement
| fsi_salary_reduction_agreement.pdf |
The completed form should be returned to Sam at ACDC.
Other Resources
