The Idaho Optional Retirement Plan transition to Fidelity is complete and participants will have opportunities to meet with Fidelity representatives for consultations in the coming months.
Representatives are offering in-person and virtual consultations on campus from Jan. 6 to March 14. See the Fidelity NetBenefits® flier for more details.
A financial consultant will help to:
- Develop financial goals
- Prepare for expected and unexpected financial needs
- Review investments options available to Optional Retirement Plan participants
Schedule a One-on-One Appointment with a Fidelity Representative:
- Visit www.fidelity.com/schedule
- Enter “Idaho State Board of Education” as the employer name.
- Select appointment type (in-person, virtual or phone).
- Choose “Boise State University” as the location.
- Select date and time, fill out personal information and click “Schedule Appointment.”
- If in-person appointments are full, consider virtual or phone options. These update weekly with new dates up to 30 days in advance.
Fidelity representatives can also be contacted at (800) 343-0860 (Monday-Friday, 6:30 a.m. to 10 p.m. MT, excluding holidays).
For additional questions about retirement, contact the Boise State benefits team at benefits@boisestate.edu.
Note: This is only for Optional Retirement Plan participants. This does not apply to PERSI participants.