retirement | it’s your universenews.fnal.gov › ... › 2019 › 09 ›...

1
Retirement | It’s Your Universe Thinking about retirement savings options? WDRS presents Saving for your Future at Fermilab Fermi Research Alliance, LLC. Retirement Program Investing involves risk, including risk of loss. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 © 2017 FMR LLC. All rights reserved. 713474.3.0 Saving for your Future - Introduction to Retirement Savings options at Fermilab Date: Time: Tuesday, September 17, 2019 9:30 am - 10:30 am Location: Curia II WH2SW Join a Fidelity Investments rerement professional to discuss the rerement benefits Fermilab makes available to you. Take this opportunity to learn about the plans and have your questions answered by a Fidelity Retirement Planner. This session is open to anyone currently eligible to participate in the Fermilab 403(b) or 401(a) and is recommended to all new participants in the plan. W-2 Form (or other compensaon document) Investment statements from other accounts Beneficiary informaon Anyone involved in your financial planning (spouse, friend, financial advisor, etc.) CALL: 800-642-7131 CLICK: www.NetBenefits.com/fermilab Also consider scheduling a meeting with Hayden Lackey, our Fidelity Retirement Planner. To help make sure you are on track with your savings goals—and to help Hayden better understand your unique situation—Fidelity recommends that you bring the following to your appointment: Bring your financial universe into focus.

Upload: others

Post on 09-Jun-2020

0 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Retirement | It’s Your Universenews.fnal.gov › ... › 2019 › 09 › ...SavingforyourFutureflyerSeptember2… · To help make sure you are on track with your savings goals—and

Retirement | It’s Your UniverseThinking about retirement savings options?

WDRS presents Saving for your Future at Fermilab

Fermi Research Alliance, LLC.Retirement Program

Investing involves risk, including risk of loss.Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 © 2017 FMR LLC. All rights reserved. 713474.3.0

Saving for your Future - Introduction to RetirementSavings options at Fermilab Date: Time:

Tuesday, September 17, 2019 9:30 am - 10:30 am

Location: Curia II WH2SW

Join a Fidelity Investments retirement professional to discuss the retirement benefits Fermilab makes available to you.

Take this opportunity to learn about the plans and have your questions answered by a Fidelity Retirement Planner.

This session is open to anyone currently eligible to participate in the Fermilab 403(b) or 401(a) and is recommended to all new participants in the plan.

• W-2 Form (or othercompensation document)

• Investment statements from otheraccounts

• Beneficiary information• Anyone involved in your

financial planning (spouse, friend,financial advisor, etc.)

CALL: 800-642-7131CLICK: www.NetBenefits.com/fermilab

Also consider scheduling a meeting with Hayden Lackey, our Fidelity Retirement Planner. To help make sure you are on track with your savings goals—and to help Hayden better understand your unique situation—Fidelity recommends that you bring the following to your appointment:

Bring your financial universe into focus.