Key Phases in Implementation
4:15
Description
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To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
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4:15
To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
The blackout period is a time when your employees cannot transact in their accounts while records and assets are transferred between retirement providers.
4:44
Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
1:46
Critical communications that drive a successful and timely implementation.
2:19
An overview of your Fidelity Transition Team
3:08
A look at the most important data activities in implementation
4:13
An overview of the Transition timeline
5:00
For Plan Sponsor Use Only
Fidelity Brokerage Services, Member NYSE, SIPC
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