Fidelity is only Purdue-endorsed organization for education, guidance during transition to new retirement plan
As the sole recordkeeper for the enhanced Purdue retirement program, which goes into effect in January, Fidelity is the only organization that Purdue has contracted with to provide retirement education and guidance during this period of transition to the new program.
Although other investment organizations may be advertising their services during this time, Fidelity is the only one endorsed by Purdue. Both during the transition and after the plan becomes effective in January, Fidelity is Purdue’s official provider of education, guidance and assistance related to retirement plan investments and decisions.
Fidelity is offering confidential consultations to all interested faculty and staff. During the appointment, Fidelity will answer questions about the enrollment process and can guide participants in reviewing their total retirement planning strategies and making elections in the new investment options.
To schedule a one-on-one appointment, go to Fidelity's Purdue-dedicated website at www.plan.fidelity.com/purdue and click "Register online" in the "Get guidance" box on the right-hand side of the screen. If all appointments are full, add your name to the waiting list, and Fidelity will contact you about an appointment time.
Fidelity has added more group meetings for defined contribution plan participants. Meetings include a walk-through of the online enrollment process and information about Purdue's retirement plans, the new fund lineup and key dates.
To register for a group meeting at the West Lafayette campus, log in to the registration system at https://www2.itap.purdue.edu/bs/Training2.0/login_form.cfm by using your Purdue career account and password. Select the "Fidelity Workshops" category.
Regional campus employees should contact their campus Human Resources office for specific information about group meetings on their campuses.