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Teacher Resources

Fidelity Simple IRA:

 

General Information:

The following documents describe in details about Simple IRA plan from Fidelity, as well as the top mutual funds picked

by Fidelity, based on your preference(s).

Fidelity Simple IRA Employee Brochure

Fidelity Fund Picks

 

Application:

Please fill out the following 2 forms, and submit it to Mrs. Trinh. If you have any questions regarding the forms,

please contact Mr. David Truong at dtruong@monticelloacademy.org

Simple IRA Account Application

Salary Reduction Agreement Form