Retirement Plans with Fidelity Investments

Fidelity Investments is the university’s provider for its 401(a), 403(b), and 457(b) accounts. The university knows it's important for you to be ready for retirement. You can improve your readiness for the future by hitting your retirement savings goals. With the university's contributions added to your own savings, reaching your goals is easier than you think. Use a combination of the university's contributions and other retirement savings options to save for your retirement.

Top 3 Things to Know/Changes

  1. Fidelity is continuing to offer virtual one-on-one meetings. 
  2. Ensure retirement savings have a designated beneficiary.  
  3. To learn more about Fidelity's 401(a), click here.

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Ask Us Anything.
With all that you're juggling, it can be a challenge to find the time to plan for your future.

Join OU and Fidelity for a complimentary workshop, where you'll learn strategies and tips to help you manage your financial future with confidence.

Get to Know your OU Retirement Program.

Schedule a one-on-one consultation:
Call 800-642-7131 or schedule a one-on-one consultation with a registered Fidelity Representative.

Additional information about Fidelity can be found here.

Netbenefits Homepage: https://netbenefits.com/

Enroll in your Retirement Plan: https://nb.fidelity.com/public/nb/atwork/home/enroll-now

Designate or Update your Beneficiaries: https://nb.fidelity.com/public/nb/default/home?option=Beneficiary

Follow the 15% Rule: https://communications.fidelity.com/wi/2015/savingsandspendingcheckup/

Check out the Latest Financial Webcasts: https://communications.fidelity.com/tem/WI/webcast/hub/

Learn How we can Help:https://communications.fidelity.com/tem/ask-us-anything/