Welcome to Fidelity: Let the Journey Begin
Key Communications for a Successful Transition (Mid-Market)
Critical communications that drive a successful and timely implementation.
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Welcome to Fidelity Investments
Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
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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.
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Key Phases in Implementation
To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
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