Fidelity bond funds for retirement
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The following funds were added to the Plan and made available to participants during 2007. The descriptions for these funds are cursory and plan participants are encouraged to read the more detailed prospectus of any investment option prior to making investment decisions. Fidelity …
[DOCX File]Model Summary Annual Report Notice (Plan Administrators ...
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If you are unable to obtain or examine copies of the regulated financial institution statements or evidence of the fidelity bond, you may contact the regional office of the U.S. Department of Labor's Employee …
[DOC File]MS. LOPICCOLO'S WEBSITE
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The companies that issue these funds, such as Fidelity or Vanguard, manage the pool of money on the investors’ behalf. The underlying logic of mutual funds is that they provide diverse investments — in …
[DOC File]Chapter 3
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The Subrecipient shall carry sufficient insurance coverage to protect contract assets from loss due to theft, fraud and/or undue physical damage, and as a minimum shall purchase a blanket fidelity bond …
[DOC File]Part I -- Trust Reconciliation
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Please note that this must be a fidelity bond covering the retirement plan. A bond insuring the employer is not satisfactory. Name of Surety Bonding Company _____ E. Qualifying Plan Assets -- Not Required for 5500-EZ (This section should be reviewed for all plans as you may wish to revise your assets or may need to increase your bond.)
[DOC File]What a Mutual Fund Is
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Fidelity, for example, is a company that runs dozens of mutual funds. If you invest in one of their mutual funds--say, Fidelity Magellan FMAGX--you own a piece of the mutual fund, not a piece of Fidelity itself. Every mutual fund has a board of directors that represents the fund's shareholders. Mutual funds …
Fidelity National Financial
UNITED STATES SECURITIES AND EXCHANGE COMMISSION. Washington, D.C. 20549. Form 11-K. ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF …
[DOC File]Pepperdine University Retirement Plan Committee Meeting 08 ...
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The Fidelity Spartan U. S. Equity Index Inv merged with the Fidelity Spartan 500 Index on 1/22/10. Upon the merger of these two funds, the fund will be renamed the Fidelity Spartan 500 Index Fund. Fidelity believes the "Fidelity …
Charles Schwab
For Bond Funds, the regional exposure, duration and bond quality is consistent with the investment objectives of the Fund and adequately disclosed in the prospectus: Yes No N/A c. For Equity Funds, …
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