3 Steps to Take When the New Fidelity 401(k) Plan Goes Live July 3

Starting July 3, you can log in to Fidelity NetBenefits and take the actions below.

Note: If you have a username and password for other accounts at Fidelity, you can use that information to log in and access your retirement account. If you do not have a Fidelity username and password, select "Register as a new user" and follow the step-by-step instructions to set up your account.

1. Assign your beneficiary. You only need their name and date of birth. No address or social security number is required.
2. Increase your contribution to 6% to get the entire Methodist Health System matching contribution. All participants are automatically enrolled at 3%.
3. Review the investment options and make changes, if necessary. The default fund is BlackRock LifePath Index Fund (based on your projected retirement date).

Participants in the current 403(b) plan will have the opportunity to roll over their funds starting July 24. Communication on how to complete this rollover and your distribution options will be coming in several weeks.

More Information

Visit www.myfidelitysite.com/methodist for more information.

If you have questions, contact the HR Service Center at (402) 354-2200.