Setting Up a 403(b) Plan
Go to the Fidelity website via this link
; or via https://www.fidelity.com/
. Complete the online enrollment process*. You can also use some of their planning tools to decide how much to save and the types of funds that will best help you reach your goals.
*Please note: On the Enrollment Form the SAU 29 plan number is 54585
- Make sure you have reach and understand the prospectus of the fund option(s) you are choosing.
- Once your account is set up, submit the completed Workplace Savings Plan Contribution Form, available below.
- Your 403(b) plan will start within 2-3 payroll cycles, depending upon when Fidelity processes your Enrollment Form.
Once set up, information about your account is easily obtained on the Fidelity website, via https://www.fidelity.com/atwork; or by calling a Fidelity Retirement Specialist at 1-800-343-0860.
(Tip: The quickest way to speak to an Fidelity Enrollment Specialist is by pushing the #3 key three times.)
Information about transferring your account to Fidelity, as well as details on your new investment options and enhancements are available from the Benefits Office.