Fidelity Optional Retirement Plan transition sessions on campus in October

Fidelity Workplace Financial Consultants will present on the Optional Retirement Plan transition, providing information and resources to help enrollees understand the upcoming changes. Faculty and staff who currently participate in the plan have the opportunity to attend one of the following "Get Ready for the Move to Fidelity" presentation sessions.

In-person Fidelity meetings

All in-person meetings listed below will be held in the Student Union Bergquist Lounge. Click on the following links to add to your calendar. No registration is required.

• 11 a.m.-noon, Oct. 22
• 3-4 p.m., Oct. 22
• 2-3 p.m., Oct. 23
• 9-10 a.m., Oct. 24
• 3-4 p.m., Oct. 24

Virtual Fidelity meetings

Click on the following links to add to your calendar. No registration is required.

• 9-10 a.m., Oct. 22
• 1-2 p.m., Oct. 22
• 4-5 p.m., Oct. 23
• 11 a.m.-noon, Oct. 24
• 1-2 p.m., Oct. 24

Fidelity also hosts an information session specifically for colleges or divisions. To schedule a session, contact James Peterson at [email protected].

More information is updated and available on the transition site at myfidelity.com/ISBOE. For additional questions about benefits, please contact [email protected].

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