08
June
2017
|
05:23 PM
America/Los_Angeles

Fidelity Investments 403(b) Transfer Day, Jun. 26

Our local Fidelity Investments representative, Christel Whittier, will be hosting a Transfer and Rollover Day on Monday, Jun. 26 from 8 a.m. to 5 p.m. in CRA 4400. The day is dedicated to walk-ins, for anyone who has questions about consolidating prior workplace plans from former employers and/or from the Cal State legacy 403(b) providers.

Employees who are already enrolled in the 403b can make an appointment at www.getguidance.fidelity.com