September 28, 2017

Fidelity to send mailing asking employees to name beneficiaries

Participants in Fidelity retirement plans who have not named a beneficiary will receive a communication from Fidelity this week encouraging them to do so.

Depending on a participant's communication preferences, those without a beneficiary on file will receive either a letter at their home address or an email from Fidelity with instructions on making beneficiary designations.

Instructions on how to update beneficiaries for Fidelity and other benefit programs are available online.

Designating beneficiaries ensures that funds are distributed appropriately, and Human Resources encourages employees to review designations each year to see whether any changes are needed, and if so to make them.

Faculty and staff may contact the HR Service Center at 765-494-2222 or for assistance or more information. 

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