A Fidelity representative will be available to meet with Idaho Optional Retirement Plan participants on April 7-8 in the Student Union Building.
A financial consultant can help to:
- Develop financial goals
- Prepare for expected and unexpected financial needs
- Review investment options available to Optional Retirement Plan participants.
To schedule a one-on-one appointment with a Fidelity representative:
- Visit fidelity.com/schedule
- Enter “Idaho State Board of Education” as the employer name.
- 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.
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 Tj.Richards@fmr.com.
For additional questions about retirement, contact the Boise State benefits team at benefits@boisetate.edu.
Note: This is only for Optional Retirement Plan participants. This does not apply to PERSI participants.