Workshops begin today on consolidating retirement accounts
Workshops begin today (Jan. 18) to explain the process of transferring retirement assets from multiple financial providers into an account with Purdue’s new retirement plan recordkeeper, Fidelity.
No reservations are needed for the workshops, which run today through Friday. Check the Purdue Benefits website at www.purdue.edu/hr/Benefits/retirementTransferWorkshops.html for times and places of the workshops and walk-in help sessions. Transfer paperwork will be available at both the workshops and the walk-in sessions.
Funds in the defined contribution retirement plan and the voluntary retirement savings plan are eligible for consolidation.
Purdue Benefits and Fidelity will offer more workshops and walk-in sessions in February. For questions concerning retirement accounts consolidation or the workshops, contact Fidelity at 800-343-0860.