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Key Communications for a Successful Transition (Mid-Market)
Critical communications that drive a successful and timely implementation.
2:37
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Welcome to Fidelity Investments
Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
1:46
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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.
4:44
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Meet Your Fidelity Transition Team
An overview of your Fidelity Transition Team
3:33
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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.
4:15
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Key Data Activities
A look at the most important data activities in implementation
4:13
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New Plan Transition Timeline
An overview of the Transition timeline
5:00
