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Investment Education and Financial Planning Seminars.
On-line access to Retirement Plans through Fidelity.com.

Financial Reporting Certificate.

review department's performance from CountyStat

Montgomery County
Employee Retirement Plans

Active Member Self-Service Login
Retirees Self-Service Login

Self-Directed Brokerage Account (SDBA)

The Board of Investment Trustees offers participants in the Retirement Savings Plan (RSP), Deferred Compensation Plan (DCP), and Police Deferred Retirement Savings Plan (DRSP) a Self-Directed Brokerage Account (SDBA) option through Fidelity BrokerageLink.

The Board offers a variety of investment options. Recognizing that some participants may want to invest in funds not currently offered by the Board, such as socially responsible funds, and to have more  independence, or greater control in managing their Plan account, the Board permits participants to select any mutual fund, exchange traded product (e.g. ETFs), equity, or fixed income product, unless otherwise prohibited, through the Self-Directed Brokerage Account (SDBA). The Board will not monitor or evaluate the investment options available within the SDBA.

 

Please return original signed copies of Fidelity BrokerageLink and Enrollment Form to:

 

Montgomery County Employee Retirement Plans

101 Monroe Street, 15th Floor

Rockville, MD 20850