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Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
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An overview of the Transition timeline
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An overview of your Fidelity Transition Team
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The blackout period is a time when your employees cannot transact in their accounts while records and assets are transferred between retirement providers.
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Critical communications that drive a successful and timely implementation.
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A look at the most important data activities in implementation
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For Plan Sponsor Use Only
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