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Critical communications that drive a successful and timely implementation.
An overview of your Fidelity Transition Team
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Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
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A look at the most important data activities in implementation
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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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To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
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It’s important for plan sponsors to understand each step of the Electronic Data Transfer (EDT) implementation process to help ensure a successful connection for the plan.
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For Plan Sponsor Use Only
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