Wrap-up sessions offered as transition period to Fidelity comes to a close

March 23, 2011

Purdue's transition to Fidelity as the recordkeeper for its defined contribution and voluntary savings retirement plans began in September. As the transition period now ends, Purdue Benefits and Fidelity are offering two sessions to review the changes that have occurred and to introduce Fidelity staff members working in the Investor Center at Purdue Memorial Union.

Available sessions are:

* April 5 (T). 2 to 3 p.m. Stewart Center, Room 202.
* April 6 (W). 9 to 10 a.m. Stewart Center, Room 202.

Fidelity representatives will outline services available to Purdue faculty and staff and will review the process for transferring retirement account balances with another financial provider into an account with Fidelity.

Purdue Benefits staff will discuss the ongoing retirement assistance they offer employees and the role of TIAA-CREF now that Purdue's retirement program has changed.

Employees do not need to register in advance for these sessions, which will provide ample time to ask questions.