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Fidelity retirement plan representatives on campus April 7-8

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.