Fidelity Workplace financial advisors will present the transition to the Optional Retirement Plan, providing information and resources to help enrollees understand the upcoming changes. Faculty and staff currently participating in the plan have the opportunity to attend one of the following “Prepare for Fidelity” presentation sessions.

Personal loyalty meetings

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

Virtual fidelity dating

Click on the links to sign up. Registration is required for online sessions.

• 9-10am, October 22
• 13-14, October 22
• 16-17, October 23
• 11 a.m.-noon, October 24
• 13-14, October 24
• 9-10am, October 29
• 12-13, October 29
• 15-16, October 29
• 10-11, October 30
• 14-15, October 30
• 16-17, October 30
• 8-9am, October 31st
• 11-noon, October 31
• 17-18, October 31

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].