Fidelity Investments is an additional retirement plan service provider for benefit-eligible university employees.
To enroll in the Colgate University Defined Contribution and Tax Deferred Annuity plans with Fidelity Investments, visit the enrollment
website. You will need the following plan numbers to begin the enrollment process:
- 73906 Defined Contribution Plan (This plan accepts both Colgate and employee contributions.)
- 73907 Tax Deferred Annuity Plan (This plan is for employee contributions only.)
For questions regarding the enrollment process, contact a Fidelity retirement services specialist at 800-343-0860. They are available Monday through Friday, 8:00 a.m. to midnight. Visit this Fidelity website for more information about Fidelity after enrollment.
To enroll you must complete a pension plan salary reduction agreement form and return it to the Human Resources office.
Fidelity will be hosting one-on-one sessions to help you become better informed about various plan features, including investment options. A Fidelity retirement representative will be on campus at the following times and locations:
| Date | Time | Location |
| September 18, 2012 | 9:00 am - 4:30 pm | 535 Herbst Seminar Room, Case-Geyer |
| October 25, 2012 | 9:00 am - 4:30 pm | Seminar Room, ALANA Cultural Center |
| November 27, 2012 | 9:00 am - 4:30 pm | 438 Seminar Room, Case-Geyer |
| December 11, 2012 | 9:00 am - 4:30 pm | Conference Room, Bookstore |
To schedule a one-on-one session, please call Fidelity's reservation line at 1-800-642-7131, Monday through Friday, 8:30 a.m. to 8:30 p.m., or visit this
site.