Monticello Academy Retirement Plan:
Monticello Academy has a Simple IRA that is administered by Fidelity. For an overview of Fidelity Simple IRA, click here. Monticello Academy will match 1 to 1 of your contribution to Simple IRA, up to 3% of your gross income. The maximum yearly contribution amount can be found here.
Fidelity Simple IRA:
General Information:
The following documents describe in detail about the 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
Application:
If you have any questions regarding the forms, please contact Mr. David Truong at dtruong@monticelloacademy.org.
The below application is online. Please fill it out and docusign it. Under the employment section, our employee identification number is 77-0427984, and our address is 3345 Lochinvar Ave., Santa Clara, CA 95051, USA.
Simple IRA Account Application
Please fill out the following form to let us know how much you want to contribute into your Simple IRA account per paycheck, and submit it to Mrs. Trinh.
Salary Reduction Agreement Form
It takes approximately 2-3 weeks for the simple IRA account to be set up, and you can create an online account with Fidelity in order to monitor and manage your account. If you have any question regarding your account, or any question regarding simple IRA, you can contact Fidelity directly at 800-544-5373.
