If you were unable to attend a virtual presentation, an on-demand presentation is available HERE.

Carle Health Retirement Program Transition Guide - Review important details about the move to Fidelity, including key dates and investment information.

Plan Designated Default Fund Notice – Information about how your contributions will be invested when you don’t have an investment election on file.

Participant Disclosure Notice This item provides information about managing your Plan account(s), including an explanation of the right to direct investments, any Plan restrictions, and a description of the types of fees and expenses associated with the Plans.

BrokerageLink® Fee Appendix Fee information related to the self-directed brokerage account option in the Plans.

Investment Options GuideDescriptions of the investments available in the Plans.

Carle Foundation Hospital and Affiliates Matching TSA Plan BrokerageLink® Fact SheetThis fact sheet contains information about the features of Fidelity BrokerageLink®.

Carle Profit Sharing Plan BrokerageLink® Fact SheetThis fact sheet contains information about the features of Fidelity BrokerageLink®.