How to Contribute to Your SIMPLE-IRA

Fidelity PlanManager^® (PDF) is a secure Web site (simple.fidelity.com) specifically designed to enable you to make employee allocations quickly and accurately – and on a timeframe that accommodates your busy schedule. Here are just a few of the benefits of PlanManager:

	Accessible. Available 24/7,* PlanManager is accessible from any Web browser.
	Convenient. You can make contributions and submit allocation instructions on your schedule, without filling out any paperwork or writing a check.
	Control. With PlanManager, schedule contributions well in advance with the ability to modify or cancel them up to two business days before the intended contribution date.
	Confidence. Review your completed transactions on the verification screen, and get year-to-date contribution information for any of your employees.

Deadlines

Fidelity PlanManager allows you to schedule your contributions up to 90 days in advance. So that contributions to your Fidelity SIMPLE-IRA Plan are made on a timely basis, Fidelity must receive your complete contribution instructions by midnight (Eastern time), two business days before the intended contribution date.

Who may use the site

PlanManager is exclusively available to employers who have already adopted the SIMPLE-IRA plan. It will be your one stop-shopping site for managing the SIMPLE plan for you and your employees.

*There is a maintenance period where some services may not be available.

**IRA Brokerage account fee has been eliminated on Fidelity's Traditional, Roth, SEP and Rollover IRAs. Fund expenses and brokerage commissions still apply. Depending on your situation, fees may include low-balance fees, short-term trading fees, and account closing fees.

PDFs require Adobe® Reader®

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