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Fidelity Investments

Fidelity Investments is an additional retirement plan service provider for benefit-eligible university employees. 


To enroll in the Colgate University Defined Contribution plan with Fidelity Investments, visit the enrollment website. You will need the following plan number to begin the enrollment process:
  • 73906 Defined Contribution Plan (This plan accepts both Colgate and employee contributions.)
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.

Visiting Representative

Fidelity will be hosting one-on-one sessions to help you become better informed about various plan features, including investment options. For an up-to-date list of counseling dates, please go to the most current Open 'Gate.  

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.