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Fidelity representatives available to meet with retirement plan participants through March 14

A Fidelity representative will be available at the Student Union through March 14 for Idaho Optional Retirement Plan participants. Virtual meetings are also available. 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:

  1. Visit fidelity.com/schedule
  2. Enter “Idaho State Board of Education” as the employer name.
  3. Select appointment type (in-person, virtual or phone).
  4. Choose “Boise State University” as the location.
  5. Select date and time, fill out personal information and click “Schedule Appointment.”
  6. 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.