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Fidelity

Fidelity Investments was founded in 1946 by Edward C. Johnson 2d and is one of the world’s largest providers of financial services, with custodied assets of $4.1 trillion, including managed assets of more than $1.8 trillion as of April 30, 2013. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to 21 million customers as well as through over 5,500 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm. For more information about Fidelity Investments, visit www.fidelity.com.

Fidelity has been servicing the unique needs of the tax-exempt market since 1991. Today this business is one of the nation’s top providers of full-service 403(b), 401(k), 457, and 401(a) plans for segments such as colleges and universities, healthcare institutions, religious organizations, research associations, foundations, Taft-Hartley, and state and local governments. We meet these market segments’ unique needs with retirement, treasury management, and investment only services and products. As part of the larger Fidelity organization, the Tax-Exempt Market leverages the vast resources and experience and passes these benefits to our participants.

Plan Highlights

Participants in the Pennsylvania State System Plan are offered outstanding convenience, a variety of investment options and interactive planning tools and calculators. See what a difference enrolling in the Plan at Fidelity could make in achieving your goals.
  • Retirement planning tools – You have access to online tools designed to help you manage your assets as you plan for retirement, by visiting www.fidelity.com/atwork.
  • Choice – You have the flexibility to select from investment options that range from more conservative to more aggressive, making it easy for you to develop a well-diversified investment portfolio.
  • Local representatives – A team of Fidelity representatives is available to meet with you on site and at your convenience
  • Toll-free account access – The Fidelity Retirement Services Center is available each business day from 8:00 A.M. to midnight Eastern time by calling 1-800-343-0860.
  • Convenience – Your contributions are automatically sent to Fidelity and invested according to your direction.
  • Portability – You can roll over eligible savings from a previous employer into this Plan. You can also take your plan vested account balance with you if you leave the firm.

Investment Options

To help you meet your investment goals, the Plan offers you a range of options. You can select a mix of investment options that best suits your goals, time horizon, and risk tolerance. The many investment options available through the Plan include conservative, moderately conservative, and aggressive funds.

The Plan also offers the Fidelity Freedom Funds® that offer a blend of stocks, bonds and short term investments within a single fund. Each Freedom Fund's asset allocation is based on the number of years until the fund's target retirement date. The Freedom Funds are designed for investors who want a simple approach to investing for retirement.

For more complete information on the Plan, include descriptions of all the investment options available and a paper enrollment form, please view the Enrollment Guide below.

To enroll in the ARP with Fidelity online, you are invited to click on this link https://nbacctopen.fidelity.com/ and use Plan ID 08177 to get started. Welcome to Fidelity!

Please note: to enroll in a TSA 403(b) Plan with Fidelity you must complete a paper enrollment. To obtain a 403(b) paper enrollment please contact Fidelity directly at 1-800-343-0860.

Before investing in any mutual fund, please carefully consider the investment objectives, risks, charges and expenses. For this and other information on mutual funds available through Fidelity, call 1-800-343-0860 or visit www.fidelity.com for a free mutual fund prospectus. Read it carefully before you invest.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.


To schedule a one-on-one consultation:

Fidelity Investments will be hosting workshop presentations as well as one-on-one consultations to help introduce you to Fidelity and become better informed about the various plan features. To view the schedule of upcoming dates on your campus, or to reserve a one-on-one consultation, please visit www.fidelity.com/atwork/reservations or call the Fidelity Investments reservation line at 1-800-642-7131, Monday through Friday, from 8:00 a.m. to midnight, Eastern time.

Fidelity Enrollment Guide

Fidelity Brokerage Services LLC, Member NYSE, SIPC
100 Summer Street, Boston, Massachusetts 02110
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