Welcome to Fidelity: Let the Journey Begin
Play video
Play video
Play video
Play video
Play video
Play video
Key Communications for a Successful Transition (Mid-Market)
2:37
Critical communications that drive a successful and timely implementation.
The Blackout Period
4:44
The blackout period is a time when your employees cannot transact in their accounts while records and assets are transferred between retirement providers.
Key Phases in Implementation
4:15
To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
Play video
Play video
Play video
Play video
Play video
Play video
Key Communications for a Successful Transition (Mid-Market)
Key Communications for a Successful Transition (Mid-Market)
Critical communications that drive a successful and timely implementation.
2:37
The Blackout Period
The Blackout Period
The blackout period is a time when your employees cannot transact in their accounts while records and assets are transferred between retirement providers.
4:44
Meet Your Fidelity Transition Team
Key Phases in Implementation
Key Phases in Implementation
To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
4:15
Key Data Activities
New Plan Transition Timeline