Upcoming Opportunities to Meet with Fidelity for Information About Distribution of 403(b) Funds

In the coming month, there will be numerous opportunities to connect directly with Fidelity to learn more about distribution options for your Methodist Health System 403(b) Plan, to learn more about the group rollover option and to receive a live demo of the NetBenefits website.

Opportunities to meet with Fidelity

• Virtual Presentations – July 19-20
• In-Person Presentations – Week of July 24
• Help Desk (Drop In) – Week of July 24
• One-on-One Consultation – July 31-Aug. 11
• Phone Consultation – Weekdays between 7:30 a.m. and 11 p.m. (CST)

In-person presentations, help desk opportunities and one-on-one consultations will take place at locations in Fremont, Omaha and Council Bluffs.

Click here for a detailed schedule and to register for these activities.

403(b) Distribution Options

You’ll receive a packet in the mail with detailed information regarding your distribution options in the next week. However, we’ve laid out the high-level summary below.

If you plan to move your 403(b) money to the MHS 401(k), no action is required; this will happen automatically. The funds will be deposited and visible in your NetBenefits account in mid-September. Please note: After the blackout period, your 403(b) money can be rolled into a different account in the future. Even if you move the funds into the 401(k) plan now, you can move that money elsewhere later on.

If you plan to move your 403(b) money to a non-Fidelity account, please work directly with Fidelity to complete this transaction. Attend an upcoming event or call Fidelity at (800) 343-0860.

If you plan to take a lump sum distribution, please work directly with Fidelity to complete this transaction. Attend an upcoming event or call Fidelity at (800) 343-0860.

If you'd like to learn more about which is the best option for you, schedule a one-on-one consultation or attend the presentations and/or help desk sessions over the next month.

Please don’t hesitate to reach out with questions. The HR Service Center can walk you through registration and answer questions about the upcoming events. Fidelity can give you advice and personalized support.

More Information

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

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

If you'd like to contact Fidelity Investments directly, visit www.netbenefits.com/atwork or call (800) 343-0860 between the hours of 7:30 a.m. and 11 p.m.