Emory University and Emory Healthcare are committed to providing easy to use and cost-effective administration of our retirement plans.

To help eliminate redundancy and reduce fees, beginning in September, Emory will have two providers of recordkeeping services, Fidelity Investments and TIAA. We will be removing Vanguard as a provider of recordkeeping services, but Vanguard mutual funds will continue to be available to you through Fidelity Investments and TIAA. It is important to note that your investments will not change as a part of this change in providers of recordkeeping services. 

All current Vanguard participants and their balances will be moved to Fidelity’s recordkeeping platform as part of this transition. If you are using Vanguard for all, or a portion of your contributions or savings, you will begin using Fidelity’s website to enroll, view your balances or make changes. Your statements will come from Fidelity beginning in September as well. If you are using Fidelity or TIAA as your provider, you will also use the Fidelity website to enroll, view balances or make changes to your contributions.

We believe these changes will help make it easier for you to make your decisions and plan for your future, and we will have many resources to help you navigate the changes. For more details about the changes, please review the content on this website, and watch for additional communications in the coming months.

If you have questions, please contact the Emory Healthcare Benefits Resource Center at 404.686.6044 or email ehc.hr.benefits@emoryhealthcare.org or the Emory University Benefits and Worklife Department at 404.727.7613 or email hrbenef@emory.edu.

 

Before investing in any mutual fund, consider the investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

 

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If you currently have a balance in an Emory Retirement Plan through Vanguard, please review this document for important information. 

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If you have a balance in an Emory Retirement Plan through Fidelity or TIAA, please review this document for important information. 

Review this document to see what will be changing over the next few months. 

Please review this document to find answers to questions you may have about the changes coming in September.