To view this fund's performance and other information, log in to NetBenefits.


I have a retirement account I want to

register on NetBenefits

I want to open a new retirement account

Username

Username: Your username (up to 15 characters) can be a customer ID that you've chosen or your Social Security number (SSN). If you currently use your SSN to log in, you may want to create a unique username instead, for added security.

Enter your username

Password

Password: Use 6 to 20 letters, numbers and/or special characters

Enter your password

Remember Me

|

Register

|

Need Help?

|

Security Notice

Cornell University
Fidelity Investments® Workplace Savings
  • Home
  • Plans & Investments
  • Tools & Resources
  • Contact Us
  • Meet with Us
Plans & Investments

Plan Details

Cornell University Tax Deferred Annuity Plan (TDA)

The TDA Plan is designed to provide Cornell Ithaca (endowed and contract college) and Cornell NYC Tech employees with the opportunity to supplement their retirement income. Employees elect the amount that will be contributed to their TDA Plan account directly from their pay on a pre-tax basis.

  • Enrolling is fast and easy: Simply select the Enroll Now button on the right.
  • To learn more before you enroll, see Investment Options & Plan Basics below.
Enroll Now
  • Plan Basics

  • Investment Options

Choose from the tiers of investments below. Tiers are distinct categories designed to simplify your investment choices. At any time, you may use investments from any and all tiers.

LIFE CYCLE INVESTMENT OPTIONS

Explore Your Investment Options - shows details. Click to open.

When and Why:

Depending on your plan, there are two options to consider: Target Date Funds which are based on an anticipated retirement date and Target Allocation Funds that are based on a risk tolerance and time horizon.

Note: The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate, therefore you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted. Click on an investment to view quarter end returns, risk, fees and expenses. 1,2,3,4.

INVESTMENTS ASSET CLASS CATEGORY AVERAGE ANNUAL TOTAL RETURNS CUMULATIVE RETURNS

1 Yr

3 Yr

5 Yr

10 Yr

Life

3 Mon

YTD

As of Date

FID FDM IDX 2005 IPR

Inception Date 10/02/2009

Blended Investments*

N/A

2.45%

-0.46%

2.56%

3.67%

4.37%

0.89%

2.73%

08/31/2023

FID FDM IDX 2010 IPR

Inception Date 10/02/2009

Blended Investments*

N/A

3.38%

0.15%

3.07%

4.42%

5.22%

1.37%

3.42%

08/31/2023

FID FDM IDX 2015 IPR

Inception Date 10/02/2009

Blended Investments*

N/A

4.30%

0.78%

3.57%

5.04%

5.72%

1.85%

4.06%

08/31/2023

FID FDM IDX 2020 IPR

Inception Date 10/02/2009

Blended Investments*

N/A

5.23%

1.34%

4.01%

5.55%

6.31%

2.37%

4.69%

08/31/2023

FID FDM IDX 2025 IPR

Inception Date 10/02/2009

Blended Investments*

N/A

6.20%

1.95%

4.45%

6.15%

6.99%

2.81%

5.31%

08/31/2023

FID FDM IDX 2030 IPR

Inception Date 10/02/2009

Blended Investments*

N/A

7.45%

2.84%

5.01%

6.96%

7.66%

3.33%

6.05%

08/31/2023

FID FDM IDX 2035 IPR

Inception Date 10/02/2009

Blended Investments*

N/A

9.56%

4.47%

5.92%

7.87%

8.49%

4.28%

7.44%

08/31/2023

FID FDM IDX 2040 IPR

Inception Date 10/02/2009

Blended Investments*

N/A

11.54%

5.72%

6.68%

8.31%

8.84%

5.29%

8.75%

08/31/2023

FID FDM IDX 2045 IPR

Inception Date 10/02/2009

Blended Investments*

N/A

11.93%

5.83%

6.76%

8.37%

8.92%

5.51%

9.07%

08/31/2023

FID FDM IDX 2050 IPR

Inception Date 10/02/2009

Blended Investments*

N/A

11.96%

5.83%

6.76%

8.37%

8.95%

5.55%

9.06%

08/31/2023

FID FDM IDX 2055 IPR

Inception Date 06/01/2011

Blended Investments*

N/A

12.01%

5.83%

6.76%

8.40%

7.96%

5.53%

9.03%

08/31/2023

FID FDM IDX 2060 IPR

Inception Date 08/05/2014

Blended Investments*

N/A

11.91%

5.83%

6.75%

--

7.61%

5.51%

9.05%

08/31/2023

FID FDM IDX 2065 IPR

Inception Date 06/28/2019

Blended Investments*

N/A

11.93%

5.82%

--

--

7.54%

5.56%

9.03%

08/31/2023

FID FDM IDX INC IPR

Inception Date 10/02/2009

Blended Investments*

N/A

2.39%

-0.75%

2.34%

2.96%

3.25%

0.82%

2.59%

08/31/2023

FID FREEDOM 2005 K

Inception Date 11/06/2003

Blended Investments*

N/A

2.27%

-0.03%

2.57%

3.91%

4.33%

0.74%

2.52%

08/31/2023

FID FREEDOM 2010 K

Inception Date 10/17/1996

Blended Investments*

N/A

3.29%

0.70%

3.12%

4.66%

5.86%

1.14%

3.36%

08/31/2023

FID FREEDOM 2015 K

Inception Date 11/06/2003

Blended Investments*

N/A

4.42%

1.43%

3.64%

5.29%

5.38%

1.68%

3.99%

08/31/2023

FID FREEDOM 2020 K

Inception Date 10/17/1996

Blended Investments*

N/A

5.53%

2.12%

4.14%

5.81%

6.35%

2.17%

4.80%

08/31/2023

FID FREEDOM 2025 K

Inception Date 11/06/2003

Blended Investments*

N/A

6.57%

2.79%

4.59%

6.37%

6.10%

2.68%

5.40%

08/31/2023

FID FREEDOM 2030 K

Inception Date 10/17/1996

Blended Investments*

N/A

7.92%

3.77%

5.17%

7.16%

6.73%

3.17%

6.16%

08/31/2023

FID FREEDOM 2035 K

Inception Date 11/06/2003

Blended Investments*

N/A

10.39%

5.53%

6.16%

8.05%

6.94%

4.19%

7.61%

08/31/2023

FID FREEDOM 2040 K

Inception Date 09/06/2000

Blended Investments*

N/A

12.56%

6.87%

6.91%

8.51%

4.92%

5.15%

9.05%

08/31/2023

FID FREEDOM 2045 K

Inception Date 06/01/2006

Blended Investments*

N/A

12.89%

6.96%

6.98%

8.54%

6.55%

5.32%

9.35%

08/31/2023

FID FREEDOM 2050 K

Inception Date 06/01/2006

Blended Investments*

N/A

12.96%

6.98%

6.98%

8.55%

6.43%

5.35%

9.36%

08/31/2023

FID FREEDOM 2055 K

Inception Date 06/01/2011

Blended Investments*

N/A

12.91%

6.98%

6.98%

8.58%

8.12%

5.32%

9.33%

08/31/2023

FID FREEDOM 2060 K

Inception Date 08/05/2014

Blended Investments*

N/A

12.91%

6.98%

6.97%

--

7.88%

5.28%

9.25%

08/31/2023

FID FREEDOM 2065 K

Inception Date 06/28/2019

Blended Investments*

N/A

12.97%

7.01%

--

--

8.27%

5.40%

9.36%

08/31/2023

FID FREEDOM INC K

Inception Date 10/17/1996

Blended Investments*

N/A

2.19%

-0.37%

2.33%

3.22%

4.31%

0.69%

2.43%

08/31/2023

CORE INVESTMENT OPTIONS

Explore Your Investment Options - shows details. Click to open.

When and Why:

Investors may choose from a range of fund choices that reflect different styles and goals.

Note: The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate, therefore you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted. Click on an investment to view quarter end returns, risk, fees and expenses. 1,2,3,4.

You may lose money by investing in a money market fund. Not all money market funds operate the same way and depending on the fund, you may be subject to certain operating policies and risks not applicable to other money market funds. Please click on the name of the fund below for risks specific to that fund.

INVESTMENTS ASSET CLASS CATEGORY AVERAGE ANNUAL TOTAL RETURNS CUMULATIVE RETURNS

1 Yr

3 Yr

5 Yr

10 Yr

Life

3 Mon

YTD

As of Date

FID CONTRAFUND K

Inception Date 05/17/1967

Stock Investments

Large Cap

23.35%

5.97%

10.84%

13.78%

12.58%

9.41%

25.44%

08/31/2023

MFS VALUE R6

Inception Date 01/02/1996

Stock Investments

Large Cap

7.28%

10.27%

7.82%

9.67%

9.90%

6.44%

0.29%

08/31/2023

VANG INST INDEX PLUS

Inception Date 07/31/1990

Stock Investments

Large Cap

15.92%

10.50%

11.11%

12.80%

10.23%

8.28%

13.87%

08/31/2023

CRLN E MID CAP GR R6

Inception Date 08/20/1998

Stock Investments

Mid-Cap

6.48%

3.76%

7.54%

11.81%

11.59%

7.81%

5.56%

08/31/2023

JH DSCPL VAL MDCP R6

Inception Date 06/02/1997

Stock Investments

Mid-Cap

12.39%

15.04%

7.91%

10.52%

9.90%

10.42%

5.25%

08/31/2023

VANG MIDCAP IDX INST

Inception Date 05/21/1998

Stock Investments

Mid-Cap

6.73%

8.45%

7.47%

10.09%

9.66%

8.23%

3.67%

08/31/2023

VANG EXPLORER ADM

Inception Date 12/11/1967

Stock Investments

Small Cap

8.44%

7.13%

6.57%

10.42%

9.41%

7.60%

5.50%

08/31/2023

VANG SM CAP IDX INST

Inception Date 10/03/1960

Stock Investments

Small Cap

7.84%

9.83%

5.51%

9.23%

10.47%

9.89%

3.74%

08/31/2023

VANG SMCPVL IDX ADM

Inception Date 05/21/1998

Stock Investments

Small Cap

7.84%

15.78%

5.60%

9.24%

8.41%

11.60%

1.74%

08/31/2023

AF EUROPAC GROWTH R6

Inception Date 04/16/1984

Stock Investments

International

14.11%

1.27%

4.09%

5.90%

9.94%

3.10%

5.74%

08/31/2023

MFS INTL INTR VAL R6

Inception Date 10/24/1995

Stock Investments

International

16.83%

1.62%

5.24%

7.87%

7.83%

3.48%

8.34%

08/31/2023

VANG TOT INTL STK IS

Inception Date 04/29/1996

Stock Investments

International

12.15%

4.39%

3.52%

4.70%

4.60%

3.64%

6.50%

08/31/2023

C&S INST REALTY SHS

Inception Date 02/14/2000

Stock Investments

Specialty

-5.12%

6.14%

5.78%

8.42%

10.58%

4.18%

-2.00%

08/31/2023

NYL GUAR INT ACCOUNT

Inception Date 10/01/2014

Bond Investments

Stable Value

--

--

--

--

--

--

--

--

FH SHORT-TM INC SS

Inception Date 07/01/1986

Bond Investments

Income

1.90%

-0.21%

1.31%

1.27%

4.03%

0.77%

2.04%

08/31/2023

PGIM TOTAL RTN BD R6

Inception Date 01/10/1995

Bond Investments

Income

0.27%

-3.91%

0.93%

2.41%

5.06%

-0.04%

1.53%

08/31/2023

VANG LT INV GR ADM

Inception Date 07/09/1973

Bond Investments

Income

-2.71%

-8.42%

0.57%

3.37%

7.47%

-1.21%

-0.73%

08/31/2023

VANG TOT BD MKT INST

Inception Date 12/11/1986

Bond Investments

Income

-1.00%

-4.37%

0.55%

1.47%

5.13%

-0.98%

0.00%

08/31/2023

VANG VMMR-FED MMKT

Inception Date 07/13/1981

7 day yield % as of 08/31/2023: 5.28 **

Short-Term Investments

N/A

4.36%

1.60%

1.62%

1.03%

3.89%

1.30%

3.61%

08/31/2023

EXPANDED INVESTMENT OPTIONS

Explore Your Investment Options - shows details. Click to open.

When and Why:

This extensive list of mutual funds is for more experienced investors who have the ability to create and manage a portfolio through a substantially larger selection of investments.

Note: The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate, therefore you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted. Click on an investment to view quarter end returns, risk, fees and expenses. 1,2,3,4.

INVESTMENTS ASSET CLASS CATEGORY AVERAGE ANNUAL TOTAL RETURNS CUMULATIVE RETURNS

1 Yr

3 Yr

5 Yr

10 Yr

Life

3 Mon

YTD

As of Date

FID 500 INDEX

Inception Date 02/17/1988

Stock Investments

Large Cap

15.94%

10.51%

11.11%

12.80%

10.58%

8.29%

13.89%

08/31/2023

FID BLUE CHIP GR K

Inception Date 12/31/1987

Stock Investments

Large Cap

27.53%

6.83%

14.69%

16.74%

12.50%

11.42%

34.35%

08/31/2023

FID EQ DIV INCOME K

Inception Date 08/21/1990

Stock Investments

Large Cap

10.18%

13.41%

7.75%

9.32%

9.86%

7.67%

3.87%

08/31/2023

FID FUND K

Inception Date 04/30/1930

Stock Investments

Large Cap

17.78%

8.05%

11.81%

13.02%

10.26%

8.48%

17.85%

08/31/2023

FID GROWTH CO K

Inception Date 01/17/1983

Stock Investments

Large Cap

26.57%

7.59%

15.43%

17.71%

14.15%

9.21%

28.48%

08/31/2023

FID GROWTH DISC K

Inception Date 03/31/1998

Stock Investments

Large Cap

18.89%

8.50%

13.90%

15.48%

9.83%

9.86%

19.07%

08/31/2023

FID OTC K

Inception Date 12/31/1984

Stock Investments

Large Cap

24.45%

6.78%

13.07%

16.74%

14.06%

7.92%

25.86%

08/31/2023

FID TOTAL MKT IDX

Inception Date 11/05/1997

Stock Investments

Large Cap

14.79%

9.71%

10.13%

12.16%

8.26%

8.55%

13.02%

08/31/2023

FID VALUE DISCOV K

Inception Date 12/10/2002

Stock Investments

Large Cap

5.62%

11.96%

7.63%

9.33%

9.27%

5.00%

0.04%

08/31/2023

J H GROWTH & INC I

Inception Date 05/15/1991

Stock Investments

Large Cap

13.61%

10.40%

9.48%

11.94%

10.78%

6.43%

7.74%

08/31/2023

NB SUSTAIN EQ I

Inception Date 03/16/1994

Stock Investments

Large Cap

14.92%

10.19%

8.70%

10.73%

9.52%

7.24%

12.62%

08/31/2023

VANG GRTH & INC ADM

Inception Date 12/10/1986

Stock Investments

Large Cap

14.19%

10.56%

10.57%

12.65%

10.49%

8.53%

12.44%

08/31/2023

VANG GRTH INDEX INST

Inception Date 11/02/1992

Stock Investments

Large Cap

21.72%

7.17%

13.38%

14.78%

10.62%

9.36%

28.52%

08/31/2023

ALGER MIDCAP GRTH I

Inception Date 11/08/1993

Stock Investments

Mid-Cap

7.15%

-0.76%

5.64%

9.69%

11.17%

6.73%

10.79%

08/31/2023

BARON ASSET INST

Inception Date 06/12/1987

Stock Investments

Mid-Cap

13.71%

1.94%

7.50%

11.50%

11.29%

6.08%

5.42%

08/31/2023

FID EXTD MKT IDX

Inception Date 11/05/1997

Stock Investments

Mid-Cap

8.39%

5.37%

5.19%

9.08%

8.02%

10.03%

8.08%

08/31/2023

FID GROWTH STRAT K

Inception Date 12/28/1990

Stock Investments

Mid-Cap

12.44%

4.93%

8.97%

11.07%

9.14%

7.41%

8.71%

08/31/2023

FID LOW PRICED STK K

Inception Date 12/27/1989

Stock Investments

Mid-Cap

10.93%

13.24%

8.25%

9.32%

12.88%

7.49%

3.33%

08/31/2023

FID MID CAP IDX

Inception Date 09/08/2011

Stock Investments

Mid-Cap

8.45%

9.26%

7.36%

10.04%

11.75%

8.75%

3.96%

08/31/2023

FID MID CAP STOCK K

Inception Date 03/29/1994

Stock Investments

Mid-Cap

7.56%

14.57%

8.98%

10.54%

11.26%

9.48%

2.01%

08/31/2023

FID SM CAP IDX

Inception Date 09/08/2011

Stock Investments

Small Cap

4.84%

8.20%

3.24%

8.13%

10.39%

9.02%

2.13%

08/31/2023

JH SM CAP CORE R6

Inception Date 12/20/2013

Stock Investments

Small Cap

7.16%

11.19%

7.14%

--

8.31%

9.39%

4.33%

08/31/2023

FID DIVERSIFD INTL K

Inception Date 12/27/1991

Stock Investments

International

16.74%

2.12%

5.02%

6.01%

7.79%

2.14%

7.95%

08/31/2023

FID EMERGING MKTS K

Inception Date 11/01/1990

Stock Investments

International

6.18%

-1.85%

5.26%

6.44%

5.27%

4.01%

6.91%

08/31/2023

FID EMRG MKTS IDX

Inception Date 09/08/2011

Stock Investments

International

1.76%

-1.65%

0.78%

3.10%

1.89%

3.14%

2.97%

08/31/2023

FID GLB EX US IDX

Inception Date 09/08/2011

Stock Investments

International

12.64%

4.07%

3.42%

4.41%

4.87%

3.49%

6.61%

08/31/2023

FID INTL DISCOVERY K

Inception Date 12/31/1986

Stock Investments

International

10.63%

0.89%

3.71%

5.25%

7.16%

1.02%

4.20%

08/31/2023

FID INTL INDEX

Inception Date 11/05/1997

Stock Investments

International

18.67%

6.25%

4.33%

5.07%

4.88%

3.35%

8.42%

08/31/2023

FID OVERSEAS K

Inception Date 12/04/1984

Stock Investments

International

17.22%

3.56%

5.05%

7.08%

9.35%

0.62%

7.95%

08/31/2023

J H GLB RESEARCH I

Inception Date 02/25/2005

Stock Investments

International

18.54%

7.56%

8.69%

9.78%

9.18%

6.83%

13.58%

08/31/2023

MSIF GLB FRANCHISE I

Inception Date 11/28/2001

Stock Investments

International

13.10%

5.31%

9.02%

10.45%

10.90%

6.05%

8.07%

08/31/2023

FID REAL ESTATE IDX

Inception Date 09/08/2011

Stock Investments

Specialty

-7.06%

5.11%

1.03%

5.60%

6.26%

4.20%

-3.95%

08/31/2023

FID BALANCED K

Inception Date 11/06/1986

Blended Investments*

N/A

11.72%

6.79%

8.74%

9.63%

9.34%

5.15%

11.59%

08/31/2023

FID PURITAN K

Inception Date 04/16/1947

Blended Investments*

N/A

12.10%

5.81%

7.90%

9.43%

10.81%

5.78%

9.85%

08/31/2023

VANG BAL INDEX INST

Inception Date 11/09/1992

Blended Investments*

N/A

8.21%

4.05%

6.57%

8.03%

8.09%

4.65%

7.63%

08/31/2023

J H BALANCED I

Inception Date 09/01/1992

Blended Investments*

Other

7.72%

4.09%

6.97%

8.45%

9.43%

3.54%

6.26%

08/31/2023

FID INFL PR BD IDX

Inception Date 05/16/2012

Bond Investments

Income

-3.57%

-1.51%

2.24%

2.04%

1.34%

-1.04%

0.30%

08/31/2023

FID INTM TR BD IDX

Inception Date 12/20/2005

Bond Investments

Income

-2.28%

-5.36%

0.43%

1.22%

3.11%

-2.11%

-1.00%

08/31/2023

FID LT TR BD IDX

Inception Date 12/20/2005

Bond Investments

Income

-9.63%

-13.33%

-1.86%

1.54%

3.56%

-4.88%

-5.39%

08/31/2023

FID ST TR BD IDX

Inception Date 12/20/2005

Bond Investments

Income

0.64%

-1.79%

0.87%

0.83%

2.00%

-0.32%

1.14%

08/31/2023

FID US BOND IDX

Inception Date 03/08/1990

Bond Investments

Income

-1.16%

-4.43%

0.50%

1.47%

5.03%

-1.01%

-0.09%

08/31/2023

PIM LT US GOVT INST

Inception Date 07/01/1991

Bond Investments

Income

-9.25%

-13.13%

-1.89%

1.52%

6.60%

-4.59%

-5.08%

08/31/2023

Self-Directed Brokerage

Explore Your Investment Options - shows details. Click to open.

A self-directed brokerage account allows you to make investments beyond those offered in of your workplace retirement savings plan.

For more information or to open a self-directed brokerage account, first enroll in your Fidelity workplace retirement savings plan. Then visit www.netbenefits.com > Quick Links > BrokerageLink where you can open an account or review additional information, including the commission schedule for applicable fees and risks.

BrokerageLink includes investments beyond those in your plan's lineup. You should compare investments and share classes that are available in your plan's lineup with those available through BrokerageLink, and determine the available investment and share class that is appropriate for your situation. The plan fiduciary neither evaluates nor monitors the investments available through BrokerageLink. It is your responsibility to ensure that the investments you select are suitable for your situation, including your goals, time horizon, and risk tolerance.

Explore Plan Basics

Learn the plan basics - including eligibility - of each retirement savings plan offered by your employer.

Enrollment - shows details. Click to open.

Endowed and contract college employees who are on the University payroll with FICA deductions are eligible to enroll in the Tax Deferred Annuity Plan. You are eligible to enroll in the plan immediately.

Step 1 - Enter Desired Contribution Deduction via Workday

Log on to Workday (http://workday.cornell.edu) > Click on menu icon to left of search box > All About Me > Benefits button > Change: Benefits > choose Retirement Savings from the drop-down menu, enter effective date, click Submit at the bottom > Open > enter the amount or percentage you would like deducted from your paycheck and which direction you would like Cornell to send your money* > click Continue > click Submit.

*You will have to fill in both the Employee Contribution and the Benefit Plan Employee Contribution Allocation sections.

Step 2. Set Up a Fidelity Account®

  • Click on the "Enroll Now" button above and follow the prompts.
  • You will be notified when you have completed your Fidelity enrollment.

Step 3. Confirm Your Enrollment at Fidelity

  • Review a summary of the information you provided and revise any information, if necessary.
  • Accept the data once it is all correct.
  • Print the confirmation and keep for your records.

If you do not have access to the Internet, please contact Benefit Services at 607-255-3936 for more information.

Contributions - shows details. Click to open.

You can contribute between 1% and 100% of your eligible pay, up to the annual IRS dollar limits.

Click here to view the current year's contribution limit.

"Catch-Up" Contributions - shows details. Click to open.

If you are age 50 or older, you have the ability to make additional contributions to your plan, up to the current IRS dollar limits. View the limits here: IRS DOLLAR LIMITS

Vesting - shows details. Click to open.

When you are "vested" in your savings, it effectively means the money is yours to keep. All eligible employees are fully and immediately vested in their account balance under the plan. Your account balance is nonforfeitable at all times.

Beneficiaries - shows details. Click to open.

Your beneficiary or beneficiaries will inherit your account in the event of your death. You should consider identifying a beneficiary when you enroll in your plan, and updating the information if you experience a life-changing event such as a marriage, divorce, birth of a child, or death in the family.

Fidelity's Online Beneficiaries Service, available through NetBenefits® offers a straightforward, convenient process that takes just minutes.

Go to 'Profile' in the navigation bar at the top of your NetBenefits® page and click on the 'Summary tab' and then 'Beneficiaries'.

Withdrawals - shows details. Click to open.

You are generally allowed to withdraw money from your plan when you leave your employer, retire or become permanently disabled. Also you may be eligible for a distribution if you have a financial hardship as defined by your plan. Withdrawals may be subject to income taxes and, if they occur prior to you becoming age 59˝, a 10% early withdrawal tax penalty.

For more information, call the Fidelity Retirement Services Center at 1-800-343-0860.

Moving money - shows details. Click to open.

If you have retirement savings in another employer's plan or in an IRA, consolidating accounts may help make it easier to manage your savings but there are several options. Be sure to consider all your available options and the applicable fees and features of each before moving your retirement assets.

If you're not sure about the best option for you, talk to a Fidelity representative today. They can explain each option in greater detail so you can make the best choice for your specific needs.

Account access - shows details. Click to open.

Online, on the phone, or in person, you have access to your account the way you want it. Log in online to NetBenefits® virtually 24/7 or call Fidelity at 1-800-343-0860 to speak with a representative or use the automated voice response system.

Additional investment and account information - shows details. Click to open.

Fidelity financial professionals provide complimentary one-on-one consultations for participants in your plan. You can also contact Fidelity for a statement of your account by calling 1-800-343-0860 or visiting NetBenefits®.

Make Updates to My Account

Change My Contributions

A little extra saved today could make a big difference in retirement. Login now.

Change My Investments

Update my fund choices or provider to help meet my financial goals. Login now.

Get Help with My Finances

It's complimentary, thanks to your employer. Talk with a financial professional to get help with your financial goals.

View All Tools & Resources

Next Steps

Call

Call

Get quick answers or help enrolling.

Fidelity Investments 800-343-0860
Meet

Meet

Schedule time with a financial professional to get help with your financial goals.


Before investing, consider the investment objectives, risks, charges and expenses of the fund or annuity and its investment options. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

** The current yield of the money market mutual fund listed above reflects the current earnings of the fund, while the total return refers to a specific past holding period.

*** The yield without applicable waivers or reimbursements, whenever Fidelity is subsidizing all or a portion of the fund's expenses as of the current reporting period. Absent such waivers or reimbursements, the returns would have been lower. Waivers and/or reimbursements may be discontinued any time.

Investing involves risk, including risk of loss.

Footnotes 1, 2, 3 and 4 below pertain to the performance tables located on the Investment Options tab:

1 Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal.

2 Total returns are historical and include change in share price and reinvestment of dividends and capital gains, if any. These figures do not include the effect of sales charges, if any, as these fees are waived for contributions made through your retirement plan. If sales charges were included, returns would have been lower. Life of fund figures are from the inception date to the period shown. For unitized funds, the inception date shown may be that of the fund's underlying investment option. For non-mutual fund pools and trusts whose strategies may be offered to multiple clients, and whose returns may be based on a composite, the inception date shown may be the beginning date of the composite's returns.

3In general, the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk, and credit and default risks for both issuers and counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so holding them until maturity to avoid losses caused by price volatility is not possible.

4Target Date Funds are an asset mix of stocks, bonds and other investments that automatically becomes more conservative as the fund approaches its target retirement date and beyond. Principal invested is not guaranteed.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

Fidelity logo

©2016-2021 FMR LLC.

All rights reserved.

  • Terms of Use |
  • Privacy |
  • Security