• No action is required on your part. However, we encourage you to review your current investments at Fidelity to ensure they meet your retirement needs.
     
  • Now is a good time to review or update your beneficiary designation. Keeping up-to-date beneficiary information on all your accounts is an important way to make sure your savings go to the individual(s), trust, and/or organization you choose.
     
  • For additional guidance, you may schedule a one-on-one with a Fidelity representative at any time.
     
  • You may sign up now for one of the virtual information sessions scheduled throughout the spring and summer to answer questions about the transition.
     
  • For more information about this change, please see the Frequently Asked Questions.