Deborah Heart and Lung Center recently completed a review of retirement plan providers and are excited to share that we have selected Fidelity Investments® for the exceptional service they provide. The Deborah Heart and Lung Center 401(k) Plan (the “Plan”) will move to Fidelity Investments effective July 2026.

Deborah Heart and Lung Center is making this change to help improve your experience and to offer better customer service, online tools, and educational resources.

Welcome to Fidelity. Fidelity is here to guide you through this transition and beyond with helpful tools and a team of professionals ready to help you take your next step and get the most from your benefits. At work and in life, Fidelity supports your financial well-being.

For more than 75 years, Fidelity has helped strengthen and secure the financial well-being of millions of people like you.

The 401(k) Plan at Fidelity will offer:

An updated lineup of investment options.

The NetBenefits® website and mobile app to easily access and manage your account.

Online planning tools, videos and workshops to help you make decisions for your future.

Help and investment advice from Fidelity’s experienced phone representatives.

Professionally managed accounts through Fidelity’s® Personalized Planning & Advice Service.1

More information will be coming with important transition dates and details. Check back here for updates. Fidelity will be holding information sessions virtually and onsite later this month. Stay tuned for more information. We will also let you know in August 2026 when the transition is complete.  We’re excited about the changes ahead for the Deborah Heart and Lung 401(k) Plan at Fidelity.

1Fidelity® Personalized Planning & Advice at Work is a service of Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company, and may be referred to as "Fidelity," "we," or "our" within. For more information, refer to the Terms and Conditions of the Program. When used herein, Fidelity Personalized Planning & Advice refers exclusively to Fidelity Personalized Planning & Advice at Work. This service provides advisory services for a fee.

Learn when your account will be temporarily unavailable and who to contact with questions.