Easy guide to NetBenefits
|
|
- Evan Todd
- 8 years ago
- Views:
Transcription
1 Getting started with NetBenefits Easy guide to NetBenefits
2 Explore. The Savings & Retirement page lists your retirement savings plan accounts, and any other personal accounts you have with Fidelity Investments. Tip: If you want to take a specific action, use the drop-down menu to the right of each account. Home Savings & Retirement Your Profile Savings & Retirement Your Portfolio Your Portfolio provides an overview of your account(s), along with tools to manage your investments. Accounts Portfolio Investments Portfolio Research Portfolio Analysis Get the most out of NetBene Tools to build a financial strate R e t i r e m e n t A c c o u n t s T H E TA S AV I N G S P L A N A n n e t t e s k : Name, Categorize, or Hide Accounts $50, Select Action Total $50, Investment Accounts Check balances. Select from your retirement savings plan and any personal Fidelity accounts. Click on the Portfolio Investments tab for more details.
3 Act. The Savings & Retirement Summary page provides an overview of your current investments, as well as links to help you analyze your individual investment options and make changes virtually anytime. Tip: Many experts suggest you should review your investment mix at least once each year and with any major life change. Home Savings & Retirement Your Profile Theta Savings Plan View Act Messages Summary Savings & Retirement > Investment Choices and Research Transaction History Online Statement Plan Information and Documents Payroll Deductions Change Investments Loans or Withdrawals Electronic Payments Tools & Learning Summary Account: Theta Savings Plan Go Data as of 2/12/2004? Current Balance $50, Vested Balance $20, You have an outstanding loan balance of $2, This amount is not included in your Current Balance. View existing loan(s) View your current Contributions Investments Sources Asset Classes Year-to-Date Change This view shows the investments that you hold within your plan. To view historical performance, click an investment. Current Balance (%) Investment 37.21% ABC Asset Manager 22.84% DEF International 13.35% HIJ Intermediate Bond 11.84% KLM Mid-cap Stock 8.68% NOP Dividend Growth 3.77% ORS Large Cap 2.31% TUV Money Market % Investments by Asset Class Stocks Balance Shares or Units Act. Keep your planning strategy and portfolio in line with your goals and make changes virtually anytime. View. See your statement, plan information, and a history of your account transactions. Analyze. Review your account details by Investments, Sources, Asset Classes, and Year-to-Date Change.
4 Learn. The Tools & Learning resources at NetBenefits can help you dig into a range of personal finance topics. Then you can use handy resources on the site to make decisions with confidence. Tip: Take advantage of interactive resources to save more and invest more confi dently. Savings & Retirement Health & Insurance Your Profile Thursday, January 10, 2007 Savings & Retirement > TOOLS & LEARNING Retirement Planning Resources Preparing For Retirement Investing for the Future Monitoring Your Total Retirement Checkup Need help achieving your financial goals? Use our wide range of online planning tools to tailor your own retirement plan, no matter where you are in the process: savings Create Your Retirement Plan Now About Your Strategy About Stock Plans Calculators > Retirement Calculators > Calculators for your finances > Withdrawal Calculator > Take Home Pay Calculator Watch these Informative Videos > Excessive Trading Defined, Rules Explained Two presentations explain excessive trading and new rules to discourage it. Use online tools. Interactive tools and calculators can help you work out: contribution rates your investment strategy whether you re on track to reach your retirement savings goals Experience e-learning. At your own pace and convenience, Fidelity e-learning workshops teach you the fundamentals of saving and investing successfully for your retirement.
5 Begin. The NetBenefi ts Home page shows your retirement savings plan accounts and offers helpful links to learning tools and timely news. Tip: It makes sense to check your balances after each payroll contribution. Home Savings & Retirement Your Profile Welcome to NetBenefits for Theta Corporation Savings & Retirement Savings Plan ( H i d e $ ) THETA SAVINGS PLAN Other Plans/Accounts** Show other plans/accounts Planning Resources $50, Total $50, Tools & Learning: Access the latest online workshops, tools, calculators, and educational content. > Savings & Retirement Your Profile Manage your personal information > Don t miss out on your employer match. You are currently deferring 3% to your retirement savings plan. Consider increasing your deferral to 6%, the maximum amount your employer will match. Get the match now. View/Update address Your Profile View your accounts. Simply click on the account name to manage that account. Review your profi le. Go to Your Profi le to review your personal information, choose online statements, manage the display of any personal Fidelity accounts within NetBenefi ts, and more.
6 NetBenefi ts So simple to get into. Visit NetBenefits as often as you like, to: Review your progress Assess your saving and investing strategy Learn something new about managing your money Make it a habit to visit often. Generally, you should review your plan regularly at least once each pay cycle or whenever you re anticipating a major life experience that could affect your fi nances. Before investing in any mutual fund, please carefully consider the investment objectives, risks, charges and expenses. For this and other information, call or write Fidelity for a free prospectus. Read it carefully before you invest. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 100 Summer Street, Boston, MA FMR LLC. All rights reserved
Getting started with NetBenefits www.netbenefits.com. Easy guide to NetBenefits
Getting started with NetBenefits Easy guide to NetBenefits Explore. The Savings & Retirement page lists your retirement savings plan accounts, and any other personal accounts you have with Fidelity Investments.
More informationGetting started with NetBenefits www.netbenefits.com. Easy guide to NetBenefits
Getting started with NetBenefits Easy guide to NetBenefits Begin. The NetBenefi ts Home page provides an overview of your Fidelity accounts and offers helpful links to learning tools and timely news. Tip:
More informationttp://netbenefits.fidelity.com
A guide to FIDELITY NETBENEFITS Whether you re three months or three decades away from retirement, Fidelity NetBenefits can help you get ready. It s quick and easy. Just log on any time you choose* to
More informationCHG Companies, Inc. Employee 401(k) Plan
CHG Companies, Inc. Employee 401(k) Plan There are many great benefits to being part of the CHG Companies, Inc. Employee 401(k) Plan. Among those benefits is exceptional customer service online, by phone,
More informationA Quick-Start Guide for Employee Stock Purchase Plan (ESPP) Participants
A Quick-Start Guide for Employee Stock Purchase Plan (ESPP) Participants Your company stock plan can be an important benefit for you. Just follow these easy steps to Activate your Fidelity Account and
More informationA Quick-Start Enrollment for Employee Stock Purchase Plan (ESPP) Participants
A Quick-Start Enrollment for Employee Stock Purchase Plan (ESPP) Participants Your company stock plan can be an important benefit for you. Just follow these easy steps to enroll in your plan and open your
More informationWho May Join the Plan You are eligible to join the Savings Plan/Plus if you are a regular employee who works at least 20 hours per week.
Congratulations! You are eligible to enroll in Teradyne s retirement plan, the Teradyne, Inc. Savings Plan/Plus. Below is a brief summary of the main features of the Plan. For more details, please read
More informationFidelity BrokerageLink Account Information Guide
Fidelity BrokerageLink Account Information Guide 1 Log on to NetBenefits. Go to the Vanderbilt prelogin site www.netbenefits.com/vanderbilt and log on to NetBenefits on the top toolbar. 2 Click Quick Links.
More informationCelarity 401(k) Retirement Plan
Celarity 401(k) Retirement Plan There are many great benefits to being a participant in the Celarity 401(k) Retirement Plan. Among those benefits is exceptional customer service online or by phone. In
More informationsalesforce.com, Inc. and Salesforce.com Foundation 401(k) Plan
salesforce.com, Inc. and Salesforce.com Foundation 401(k) Plan There are many great benefits to being a participant in the salesforce.com, Inc. and Salesforce.com Foundation 401(k) Plan. Among those benefits
More informationwww.netbenefits.com Managing your 401(k) account with netbenefits Already registered? When logging in for the first time,
Managing your 401(k) account with netbenefits NetBenefits is the online tool that puts you in the driver s seat in saving for retirement. You can manage your account, track your progress, and keep moving
More informationNutanix, Inc. 401(k) Plan
Nutanix, Inc. 401(k) Plan There are many great benefits to being a participant in the Nutanix, Inc. 401(k) Plan. Among those benefits is exceptional customer service online, by phone, or by wireless. In
More informationAttorneys' Title Guaranty Fund, Inc. Savings Plan
Attorneys' Title Guaranty Fund, Inc. Savings Plan There are many great benefits to being a participant in the Attorneys' Title Guaranty Fund, Inc. Savings Plan. Among those benefits is exceptional customer
More informationTransamerican Auto Parts 401k plan
Transamerican Auto Parts 401k plan There are many great benefits to being a participant in the Transamerican Auto Parts 401k plan. Among those benefits is exceptional customer service online, by phone,
More informationA Quick-Start Enrollment for Employee Stock Purchase Plan (ESPP) Participants
A Quick-Start Enrollment for Employee Stock Purchase Plan (ESPP) Participants Your company stock plan can be an important benefit for you. Just follow these easy steps to enroll in your plan and open your
More informationYour Health Savings Account Reference Guide. Your Guide to Understanding a Health Savings Account
Your Health Savings Account Reference Guide Your Guide to Understanding a Health Savings Account The Fidelity HSA A tax-advantaged way to pay for health care expenses* A health savings account (HSA), combined
More informationFrequently Asked Questions PG&E Corporation Retirement Savings Plan (a 401(k) Plan) Need Help? General Questions: Information About Your RSP Account
Need Help? Information About Your RSP Account Call the Fidelity RSP Service Center at 1-877-PGE-401k (1-877-743-4015) Customer Service Associates are available 5:30 a.m. to 9 p.m. Pacific Time on weekdays,
More informationExpand your world of investment choices.
Fidelity BrokerageLink Expand your world of investment choices. The power is in your hands. Because it s your retirement money and your future, you should have the freedom to make your own decisions. Fidelity
More informationDetermining your investment mix.
Determining your investment mix. Ten minutes from now, you could know your investment mix: And if your goal is to choose investment options that you can be comfortable with, this is an important step.
More informationTransamerican Auto Parts 401k plan
Transamerican Auto Parts 401k plan There are many great benefits to being a participant in the Transamerican Auto Parts 401k plan. Among those benefits is exceptional customer service online, by phone,
More informationExpand your world of investment choices.
Fidelity BrokerageLink Expand your world of investment choices. The power is in your hands. Because it s your retirement money and your future, you should have the freedom to make your own decisions. Fidelity
More informationFund Menu Changes Effective Thursday, July 2, 2015
Retirement Savings Program Retirement Savings Program Fund Menu Changes Effective Thursday, July 2, 2015 Decision Guide > What s happening > Key dates > Changes to the fund menu > Your options > Frequently
More informationWho May Join the Plan You are eligible to join the Savings Plan/Plus if you are a regular employee who works at least 20 hours per week.
Congratulations! You are eligible to enroll in Teradyne s retirement plan, the Teradyne, Inc. Savings Plan/Plus (the Plan). Below is a brief summary of the main features of the Plan. For more details,
More informationMercy MyRetirement Program. Because your TOMORROW. is counting on you. Your Transition Guide for the move to Fidelity
Mercy MyRetirement Program Because your TOMORROW is counting on you Your Transition Guide for the move to Fidelity 1 Mercy MyRetirement Program Welcome to Fidelity! Fidelity Investments will become the
More informationYour Davidson College Retirement Plan ENHANCEMENTS GUIDE
Your Davidson College Retirement Plan ENHANCEMENTS GUIDE 14853_01_BRO_Davidson.indd 1 5/4/14 8:31 AM NOW IS A GREAT TIME TO TAKE ADVANTAGE OF YOUR DAVIDSON RETIREMENT PLAN BENEFITS. Davidson College (the
More informationWorkplace Education Series. Making the Most of Your New Workplace Savings Plan
Making the Most of Your New Workplace Savings Plan Making the Most of Your New Workplace Savings Plan Guiding you through exciting plan changes ahead Today s agenda: New plan features Steps to prioritizing
More informationMake the Most of Your Retirement Plan: The University System of Georgia Optional Retirement Plan Enrollment Guide
B:8.75 T:8.5 Make the Most of Your Retirement Plan: The University System of Georgia Optional Retirement Plan Enrollment Guide Gotham (Book, Medium) Page: 1 Links: 188551763.tif (CMYK; 534 ppi), BOR_logo_
More informationYour Health Savings Account Reference Guide. Your Guide to Understanding a Health Savings Account
Your Health Savings Account Reference Guide Your Guide to Understanding a Health Savings Account The Fidelity HSA A tax-advantaged way to pay for health care expenses.* A health savings account (HSA),
More informationWellsTrade Getting Started Guide
WellsTrade Getting Started Guide We re making online investing easier and more convenient than ever. wellsfargo.com 800.TRADERS (800.872.3377) Welcome to WellsTrade Thank you for choosing WellsTrade. We
More informationImportant changes to the Regions Financial Corporation 401(k) Plan DETAILS INSIDE
TA K E C O N T R O L Important changes to the Regions Financial Corporation 401(k) Plan DETAILS INSIDE Introducing your new Plan tools and services. Regions is pleased to announce that, as of July 1, 2013,
More informationYour Health Savings Account Reference Guide. Your Guide to Understanding a Health Savings Account
Your Health Savings Account Reference Guide Your Guide to Understanding a Health Savings Account Table of contents The Fidelity HSA...1 Opening and Contributing to Your Fidelity HSA...3 Using Your Fidelity
More informationYOU, YOUR INVESTMENT ADVISOR, AND FIDELITY. The attention and support your financial future deserves
YOU, YOUR INVESTMENT ADVISOR, AND FIDELITY The attention and support your financial future deserves Personal attention for your financial future You have unique financial goals. The professional guidance
More informationRetirement Savings Plan
Retirement Savings Plan Steel Dynamics offers employees the following method to save for retirement: 401(k) Retirement Savings Contributions This benefit allows you to contribute a percentage of your earnings
More informationHealth Savings Accounts (HSAs) Paul Leonard
Health Savings Accounts (HSAs) Paul Leonard Today s Agenda High-Deductible Health Plan (HDHP) option Benefits of a Health Savings Account (HSA) Getting started Additional resources 2 Health Care Choices
More informationThe George Washington University Retirement Plans. How to get started
The George Washington University Retirement Plans How to get started Table of Contents Why Save 3 Plans at a Glance 4 Approved Investment Providers 7 How to Enroll 8 Provider Fact Sheets 9 Investment Education
More informationSTOCK INVESTMENT PLAN (S.I.P.) U.S. GETTING STARTED
STOCK INVESTMENT PLAN (S.I.P.) U.S. GETTING STARTED partners in growth AN IMPORTANT PART OF YOUR FINANCIAL FUTURE STARBUCKS COFFEE COMPANY ONLINE ACCOUNT ESTABLISHMENT AND S.I.P. ENROLLMENT With a few
More informationHelping You Maximize Your Retirement
Helping You Maximize Your Retirement New 403(b) Program Guide The System Appalachian State University East Carolina University Elizabeth City State University Fayetteville State University Agricultural
More informationMillennials: Ditch Debt and Start Saving. A strategy to help you do more with your money
Millennials: Ditch Debt and Start Saving A strategy to help you do more with your money Hi. We re Fidelity. Our resume Family-owned company, 70 years experience Products and solutions for every stage in
More informationSelf-Direct Brokerage
Self-Direct Brokerage sdb Direct Advantage sdb Advisor Advantage Your employer is pleased to offer the Self-Direct Brokerage (sdb) service. An sdb account gives you more flexibility in managing your retirement
More informationThe easy way to save for your retirement
The easy way to save for your retirement If you want to live comfortably during your retirement, you really can t afford to wait to begin saving for that goal. And now that your employer is offering the
More informationAn easy-to-manage retirement plan for small businesses. SIMPLE-IRA Plan PRODUCTS & SERVICES
An easy-to-manage retirement plan for small businesses. SIMPLE-IRA Plan PRODUCTS & SERVICES What s a SIMPLE-IRA? The Savings Incentive Match Plan for Employees is a company-sponsored retirement plan similar
More informationExpand your world of investment choices.
Fidelity BrokerageLink Expand your world of investment choices. The power is in your hands. Because it s your retirement money and because it s your future, you should have the freedom to make your own
More informationStart investing in yourself today, with help from the University System of Maryland Supplemental 403(b) Plan and Fidelity.
University System of Maryland Supplemental 403(b) Plan (#65612) Start investing in yourself today, with help from the University System of Maryland Supplemental 403(b) Plan and Fidelity. Invest some of
More informationMargin borrowing. Set your fi nancial future in motion.
Margin borrowing Set your fi nancial future in motion. Maximize your brokerage account capabilities. Margin trading entails greater risk and is not suitable for all investors. Please speak with your broker
More informationthe gateway to your stock options
WELCOME GUIDE FIDELITY STOCK PLAN SERVICES the gateway to your stock options TAKE PART IN YOUR COMPANY S GROWTH TAKE ADVANTAGE OF all your plan offers Your employer has provided you with a potentially
More informationThe Scripps Research Institute Employee Retirement Plan
The Scripps Research Institute Employee Retirement Plan Your guide to the updated TSRI retirement program Understanding Your TSRI Retirement Plans Employee Retirement Plan Highlights Key Dates Your Plan
More informationYour SolarCity 401(k) Plan Transition Guide
Your SolarCity 401(k) Plan Transition Guide Focus on your future with your workplace savings plan Team, We are pleased to announce that effective 09/01/2014, Fidelity Investments will become the new provider
More informationA Fidelity Investments Webinar Series: Basics of Stock Investing
A Fidelity Investments Webinar Series: Basics of Stock Investing 1 Fidelity Brokerage Services, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. 2016 FMR LLC. All rights reserved. 734380.2.0
More informationYour Guide to Getting Started
City of Dallas 401(k) Retirement Savings Plan Invest in your retirement and yourself today, with help from the City of Dallas 401(k) Plan and Fidelity. Your Guide to Getting Started Invest some of what
More informationExpand your world of investment choices.
Fidelity BrokerageLink Expand your world of investment choices. The power is in your hands. Because it s your retirement money and your future, you should have the freedom to make your own decisions. Fidelity
More informationInvest in your retirement and yourself today, with help from the Deferred Compensation Plan and Fidelity.
City of Fresno Deferred Compensation Plan Invest in your retirement and yourself today, with help from the Deferred Compensation Plan and Fidelity. Your Guide to Getting Started Invest some of what you
More informationHow to read your Brokerage Account Statement
How to read your Brokerage Account Statement Introduction Your brokerage account statement provides you with a concise, comprehensive picture of your financial status. At a glance, you can easily track
More informationStart investing in yourself today, with help from the Sutter Health 403(b) Savings Plan and Fidelity. Your Guide to Getting Started
Sutter Health 403(b) Savings Plan Start investing in yourself today, with help from the Sutter Health 403(b) Savings Plan and Fidelity. Your Guide to Getting Started Invest some of what you earn today
More informationChanges to investment options within the Boston University Retirement Plan and the Supplemental Retirement and Savings Plan (the Plans)
October 2015 Changes to investment options within the Boston University Retirement Plan and the Supplemental Retirement and Savings Plan (the Plans) Dear Colleague: Boston University periodically reviews
More informationLord Abbett High Yield Fund Class Y will no longer be offered as an investment option effective June 28, 2007
The NUSCO 401k Plan NU Deferred Compensation Plan for Executives June 2007 Lord Abbett High Yield Fund Class Y will no longer be offered as an investment option effective June 28, 2007 The Northeast Utilities
More informationYour guide to the UMass Supplemental Retirement Program Transition
University of Massachusetts 403(b) and 401(a) Supplemental Retirement Savings Plans Your guide to the UMass Supplemental Retirement Program Transition At the University of Massachusetts we re committed
More informationGetting Started... 2. Retirement Plan Details... 5. Retirement Plan Details Quick Guide... 5. Emory University 403(b) Retirement Plan Details...
GETTING STARTED Table of Contents Getting Started.... 2 Retirement Plan Details.... 5 RETIREMENT PLAN DETAILS Retirement Plan Details Quick Guide... 5 Emory University 403(b) Retirement Plan Details....
More informationYOUR GUIDE TO GETTING STARTED
Navient 401(k) Savings Plan Invest in your retirement and yourself today, with help from Navient 401(k) Savings Plan and Fidelity. YOUR GUIDE TO GETTING STARTED Invest some of what you earn today for what
More informationTransition Guide. Guiding your way through the exciting plan changes ahead.
Transition Guide Guiding your way through the exciting plan changes ahead. As previously announced, Fidelity Investments ( Fidelity ) will become the new provider of recordkeeping services for the Halliburton
More informationMake tax season less taxing.
Make tax season less taxing. TAX Information to help you determine your 2013 tax-reporting requirements Only when you sell shares acquired from a qualified ESPP does a taxable event occur. Upon selling
More informationA Window to Your Financial World
A Window to Your Financial World NetXInvestor provides you with online access to your investment accounts, night and day, seven days-a-week. 1 In addition, you can have instant access to balances, portfolio
More informationHewitt Financial Services Self-Directed Brokerage Account (SDBA)
invest in you Enrollment Guide Brokerage Account (SDBA) Savings Plus offers a self-directed brokerage account option for investors who may want to direct investments to a wider variety of options other
More informationYour guide to investing for retirement with Fidelity Freedom Index Funds Class W.
Funds Class W Your guide to investing for retirement with Fidelity Freedom Index Funds Class W. An all-in-one approach for simple investing. You may already know how important your workplace savings can
More informationTake Care. Discover Your Retirement Options
Take Care Discover Your Retirement Options GETTING STARTED Table of Contents Getting Started... 2 Retirement Plan Details.... 5 RETIREMENT PLAN DETAILS. Retirement Plan Details Quick Guide... 5 Wesley
More informationPersonal Investment Services. Supported by an industry leader
Personal Investment Services Supported by an industry leader To respond to your changing investment needs, the financial services landscape is also changing. Investors like you are taking more responsibility
More informationYour Guide to Getting Started
Hallmark Health 401(k) Savings Plan Invest in your retirement and yourself today, with help from the Hallmark Health 401(k) Savings Plan and Fidelity. Your Guide to Getting Started Invest some of what
More informationExpand your world of investment choices.
Fidelity BrokerageLink Expand your world of investment choices. The power is in your hands. Because it s your retirement money and your future, you should have the freedom to make your own decisions. Fidelity
More informationElimination of the Fidelity Growth & Income Portfolio NUSCO 401k Plan October, 2008
Elimination of the Fidelity Growth & Income Portfolio NUSCO 401k Plan October, 2008 Dear Participant: The Northeast Utilities 401k Advisory Committee, which routinely reviews investments offered under
More informationHelping bring health & well-being to your financial future. Your Bon Secours Retirement Savings Plan Enrollment Guide
Helping bring health & well-being to your financial future Your Bon Secours Retirement Savings Plan Enrollment Guide Invest some of what you earn today for what you plan to accomplish tomorrow. Dear Employee:
More informationRetirement Information Guide
Retirement Information Guide Image courtesy of the University of Utah University of Utah Retirement Plans: 401(a) Defined Contribution Retirement Plan for Plan H Benefit Program Participants and Employee
More informationYour guide to investing for retirement with Fidelity Freedom K Funds.
Fidelity Freedom K Funds Your guide to investing for retirement with Fidelity Freedom K Funds. An all-in-one approach for simple investing. You may already know how important your workplace savings can
More information(617) 563-5800 FIDELITY INVESTMENTS BROADENS SUITE OF RETAIL BROKERAGE SERVICES
FOR IMMEDIATE RELEASE CONTACT: Corporate Communications (617) 563-5800 FIDELITY INVESTMENTS BROADENS SUITE OF RETAIL BROKERAGE SERVICES First Major Brokerage Firm to Combine Current Analyst Opinions with
More informationTake Care. Discover Your Retirement Options
Take Care Discover Your Retirement Options OTHER INFORMATION GOVERNANCE ACCESSING YOUR FUNDS HOW TO ENROLL VENDOR INFORMATION FOUR WAYS TO INVEST RETIREMENT PLAN DETAILS GETTING STARTED PUB 10/14 Emory
More informationTD Ameritrade Self-Directed Brokerage Account. A guide for plan participants Mutual funds option
TD Ameritrade Self-Directed Brokerage Account A guide for plan participants Mutual funds option Inside Your Participant Guide TD Ameritrade Self-Directed Brokerage Account Overview 2 Is a Self-Directed
More informationHow to Set Up a Self-Directed Brokerage Account
How to Set Up a Self-Directed Brokerage Account Your North Dakota Public Employees Retirement System 401(a) Defined Contribution Plan and 457(b) Deferred Compensation Companion Plan How to Set Up a Self-Directed
More informationTD Ameritrade Brokerage Account. A guide for plan participants Mutual funds option
TD Ameritrade Brokerage Account A guide for plan participants Mutual funds option Inside your participant guide TD Ameritrade Brokerage Account Overview 2 Is a Brokerage Account Right for Me? 2 Am I Eligible?
More informationYour Fidelity Health Savings Account. Information to help make the most of your new health savings account
Your Fidelity Health Savings Account Information to help make the most of your new health savings account Your Fidelity HSA The health savings approach that makes sense for today. And for tomorrow. Congratulations
More informationHow To Pay Bills In Fidelity Billpay
Fidelity BillPay Help Fidelity Investments December 9, 2014 - 2 - Getting Started With Fidelity BillPay Welcome to Fidelity BillPay! You can use Fidelity BillPay to set up and pay your bills, quickly,
More information401(k) Plan. 2012 Benefits Open Enrollment
401(k) Plan 2012 Benefits Open Enrollment Why should an individual participate in the 401(k) plan? Participating in the 401(k) plan is an easy and convenient way for you to save for retirement. Social
More informationpremiere select Rollover IRA Invest in your retirement today.
premiere select Rollover IRA Invest in your retirement today. Leaving your current job can be challenging in any environment. For many of us, it can also be a bit overwhelming. That s why it s comforting
More informationYour Guide to Enrollment
Your Guide to Enrollment Dear Cablevision Employee: This guide will provide information to help you maximize the retirement benefits program Cablevision provides to its employees. Retirement is one of
More informationSCOTT & WHITE RETIREMENT/401(K) PLAN Plan Number 090337 Plan Information as of 05/16/2015
SCOTT & WHITE RETIREMENT/401(K) PLAN Plan Number 090337 Plan Information as of 05/16/2015 This legally required notice includes important information to help you compare the investment options under your
More informationMutual Fund Advisory Program
Mutual Fund Advisory Program GIVING YOU ACCESS TO A WIDE RANGE OF PROFESSIONALLY MANAGED MUTUAL FUND PORTFOLIOS THE MUTUAL FUND ADVISORY PROGRAM OFFERS YOU: > Access to actively managed investment solutions
More informationYour Health Savings Account Reference Guide. Your Guide to Understanding a Health Savings Account
Your Health Savings Account Reference Guide Your Guide to Understanding a Health Savings Account Table of Contents The Fidelity HSA...1 Opening and Contributing to Your Fidelity HSA...3 Using Your Fidelity
More informationProfit Sharing and Retirement Savings Plan
Profit Sharing and Retirement Savings Plan Steel Dynamics offers employees two methods to save for retirement: Profit Sharing Contributions This benefit is fully funded by the company and vests gradually
More informationEmployer Q&A. Questions and answers about the Schwab SIMPLE IRA
Employer Q&A Questions and answers about the Schwab SIMPLE IRA Here are answers to some questions you may have about a SIMPLE IRA Plan. Schwab investment professionals may be able to provide additional
More informationYour Guide to Getting Started
Retirement Savings Plan provided by The Directed Account Plan Invest in your retirement and yourself today, with help from the DAP and Fidelity. Your Guide to Getting Started Get started today. Starting
More informationIntroducing the Schwab Personal Choice Retirement Account (PCRA)
PCRA HANDBOOK The Schwab Personal Choice Retirement Account (PCRA) is offered to Deferred Compensation Plan participants to provide investment opportunities in addition to the current core investment options.
More informationTD AMERITRADE Self-Directed Brokerage Account. A Guide for Plan Participants Mutual Funds Option. Your future. Made easier.
TD AMERITRADE Self-Directed Brokerage Account A Guide for Plan Participants Mutual Funds Option Your future. Made easier. Inside Your Participant Guide TD AMERITRADE Self-Directed Brokerage Account Overview
More informationTD Ameritrade Self-Directed Brokerage Account. A Guide for Plan Participants Brokerage Option
TD Ameritrade Self-Directed Brokerage Account A Guide for Plan Participants Brokerage Option Inside Your Participant Guide TD Ameritrade Self-Directed Brokerage Account Overview 1 Is a Self-Directed Brokerage
More informationDetermining your 2014 stock plan tax requirements a step-by-step guide
Determining your 201 stock plan tax requirements a step-by-step guide INSIDE How to use the new Supplemental Form to avoid overpaying taxes When you exercise or sell shares acquired from a stock option
More informationSECOND NOTICE: IMPORTANT INFORMATION REGARDING YOUR GE STOCK IRA ACCOUNT
GE Investment Distributors, Inc. C/O U.S. Bancorp Fund Services, LLC SEC Registered Broker-Dealer - Member FINRA & SIPC P.O. Box 701 Milwaukee WI 53201-0701 United States Tel: 800-242-0134 October 5, 2015
More information9 TH ANNUAL COLLEGE SAVINGS INDICATOR EXECUTIVE SUMMARY OF KEY FINDINGS
9 TH ANNUAL COLLEGE SAVINGS INDICATOR EXECUTIVE SUMMARY OF KEY FINDINGS INTRODUCTION This summary presents key findings from Fidelity Investments 9th Annual College Savings Indicator Study. The study was
More informationBrokerage Portfolio. Platinum Cash Back Now Available for Visa Platinum Debit Cardholders
Brokerage Portfolio Spend more time enjoying your money, and less time managing it. Platinum Cash Back Now Available for Visa Platinum Debit Cardholders Take control of your money and your time. For many
More informationThe Ascension Health Retirement Savings Plan. St. Mary s
The Ascension Health Retirement Savings Plan St. Mary s Our Name is Changing Diversified is the recordkeeper for the Ascension Health Retirement Savings Program. Diversified has long been focused on helping
More informationBarnes Group Inc. Retirement Savings Plan. Start investing in yourself today, with help from the Retirement Savings Plan and Fidelity.
Barnes Group Inc. Retirement Savings Plan Start investing in yourself today, with help from the Retirement Savings Plan and Fidelity. Invest some of what you earn today for what you plan to accomplish
More informationOur firm and Fidelity. Working together for you.
Our firm and Fidelity. Working together for you. Helping to serve your best interests. A powerful combination. 1 As your financial advisor, we re expected to make decisions about your money based on the
More informationResource Guide. Creating a plan for lifetime income in retirement
Resource Guide Creating a plan for lifetime income in retirement Freedom in retirement starts with income in retirement When it comes to planning for your future, nothing should be left to chance. That
More informationYour College of the Holy Cross 403(b) Defined Contribution and Group Supplemental Retirement Plan. Enrollment Guide
Your College of the Holy Cross 403(b) Defined Contribution and Group Supplemental Retirement Plan Enrollment Guide Use this guide to help you enroll in your Plan. The College of the Holy Cross (the College
More informationNet Asset Value (NAV) Classification of Mutual Funds. Load Funds and No-Load Funds. Classification of Mutual Funds
CHAPTER 16 Why Investors Purchase Mutual Funds Investing in Mutual Funds Personal Finance 7e Kapoor Dlabay Hughes Professional management. Who is the fund s manager? Managers can change. Diversification.
More information