Fidelity representatives available to meet with retirement plan participants

Fidelity representatives are available this spring to provide employees with personalized guidance on retirement planning. Representatives will be available on campus at the Student Union or virtually to meet with:

• Employees interested in enrolling in a supplemental 403(b) or 457(b) retirement plan
• Idaho Optional Retirement Plan (ORP) participants

During each one-on-one session, a Fidelity financial consultant can:

• Set and refine financial goals
• Prepare for both expected and unexpected financial needs
• Review and evaluate investment options

Appointment dates

• March 9 and 10
• April 7 and 23
• May 21 and 22
• June 1 and 2

Schedule an appointment

1. Visit fidelity.com/schedule
2. Click on "Schedule a Time to Meet"
3. Enter "Idaho State Board of Education" as the employer name.
4. Select appointment type (in-person, virtual or phone).
5. Choose "Boise State University" as the location.
6. To select more dates, click on "Next Available".
7. Select date and time, fill out personal information and click "Schedule Appointment."

If in-person appointments are full, virtual or phone options are available.

Fidelity representatives can also be contacted by (800) 343-0860 (Monday-Friday, 6:30 a.m. to 10 p.m. MT, excluding holidays). Employees who need to meet virtually can contact TJ Richards at [email protected] or Matthew Case at [email protected].

For additional questions about retirement, contact the Boise State benefits team at [email protected].

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