In partnership with
Verticalis Savings Plan
Plan information for review by all employees:
- Fidelity SIMPLE-IRA Plan Summary Description (PDF)
- Fidelity SIMPLE-IRA Plan Participant Notice (PDF)
Plan materials for participating employees:
- SIMPLE-IRA Employee Enrollment Brochure (PDF)
- Privacy Statement and Notice of Business Continuity Plans (PDF)
- Custodial Agreement/Disclosure Statement (PDF)
- Customer Agreement, Brokerage Commission Schedule and Schedule of Fees (PDF)
- Prospectus for Fidelity Cash Reserves, the fund that will form the core account for your SIMPLE-IRA. This prospectus should be read carefully before investing or sending money.
Signing up for the Verticalis Savings Plan (Employer Tax ID: 20-4054960):
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SIMPLE-IRA Application (PDF) should be completed, signed, and sent to:
Fidelity Investments
6500 North MacArthur Boulevard
Irving, TX 75039
Phone: 800-526-7249
Hours: 8:00am - 5:30pm, Monday through Friday
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Salary Reduction Agreement (PDF) should be sent to Verticalis HR:
Human Resources Dept.
Verticalis, Inc.
559 Southridge Way
Irving, TX 75063
Fax: 972-444-9527