Fidelity Transition Meetings & Investment Education
The Board of Investment Trustees has undertaken a review of recordkeepers through a competitive process resuling in the selection of Fidelity Investments to continue to perform the recordkeeping services related to the County's Retirement Savings Plan (RSP) and Deferred Retirement Savings Plan (Police) and assuming recordkeeping services for the Guaranteed Retirement Income Plan (GRIP), Deferred Compensation Plan (DCP) and Deferred Retirement Option Plan (Fire).
Retirement Savings Plan (401 a) Counseling:
- National Planning Corporation (NPC) - 2-hour sessions designed to assist participants in constructing a diversified portfolio to best meet their retirement savings goals.
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Fidelity Investments - 1-hour sessions designed to provide an overview of the Retirement Savings Plan investment options and the Fidelity planning tools available to participants at Fidelity.com.
- Sign up - One-on-One (1 Hour) Sessions & Investment Seminars
- On-line Tutorials - Retirement Planning Tools and Calculators
Deferred Compensation Plan (457) Counseling:
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Fidelity Investments - 1-hour sessions designed to provide an overview of the Retirement Savings Plan investment options and the Fidelity planning tools available to participants at Fidelity.com.
- Sign up - One-on-One (1 Hour) Sessions & Investment Seminars
- On-line Tutorials - Retirement Planning Tools and Calculators
Guaranteed Retirement Income Plan Counseling:
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Fidelity Investments - 1-hour sessions designed to provide an overview of the Retirement Savings Plan investment options and the Fidelity planning tools available to participants at Fidelity.com.
- Sign up - One-on-One (1 Hour) Sessions & Investment Seminars
- On-line Tutorials - Retirement Planning Tools and Calculators
Police Deferred Retirement Savings Plan Counseling:
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Fidelity Investments - 1-hour sessions designed to provide an overview of the Retirement Savings Plan investment options and the Fidelity planning tools available to participants at Fidelity.com.
- Sign up - One-on-One (1 Hour) Sessions & Investment Seminars
- On-line Tutorials - Retirement Planning Tools and Calculators
Fire Deferred Retirement Option Plan Counseling:
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Fidelity Investments - 1-hour sessions designed to provide an overview of the Retirement Savings Plan investment options and the Fidelity planning tools available to participants at Fidelity.com.
- Sign up - One-on-One (1 Hour) Sessions & Investment Seminars
- On-line Tutorials - Retirement Planning Tools and Calculators
