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[PDF File]YOUR GUIDE TO GETTING STARTED - Fidelity Investments
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designations. Fidelity s Online Beneficiaries Service, available through Fidelity NetBenefits ®, offers a straightforward, convenient process that takes just minutes. Simply log on to NetBenefits ® at www.401k.com and click on the "Profile" link, then select "Beneficiaries" and follow the online instructions. If you do not have
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[PDF File]How to set up your account on Fidelity NetBenefits
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account. Simply log on to Fidelity NetBeneﬁts® at If you need help setting up your account call the Fidelity Retirement Beneﬁts Line at How to set up your account on Fidelity NetBenefits® New User Registration Verify your identity: 1 Enter the last 4 digits of your Social Security number 2 Enter your first name, last name, and date of birth
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[PDF File]Activating your Fidelity Account - Welcome to 401k.com
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access your information. If you have an existing individual brokerage account with Fidelity or if you already have a NetBenefits® password for other benefit programs, you do not need to create a new password — you will have the convenience of accessing all your information with the same password. Step 1 • Log in to NetBenefits.com.
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[PDF File]Download the NetBenefits Mobile App!
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† Please note that the NetBenefits mobile apps are currently not available for use with Fidelity-serviced HR/Payroll plans. Approved for use in Advisor and 401(k) markets. Firm review may apply. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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[PDF File]Auditors Guide - Fidelity Investments
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Fidelity [s Audit Support Helpline is available for inquiries best addressed through live ... Log onto PSW®. Select the tab titled ZAdminister Plans. Select the ZPlan Year End Summary Reports [ link On the following page there is a snapshot of the ZAdminister Plans [ page.
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[PDF File]SPECIAL TAX NOTICE YOUR ROLLOVER OPTIONS GENERAL ...
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SPECIAL TAX NOTICE YOUR ROLLOVER OPTIONS You are receiving this notice because all or a portion of a payment you are receiving from the Plan is eligible to be rolled ov er to either an IRA or an employer plan; or if your payment is from a designated Roth account, to a Roth IRA or designated Roth accou nt in an employer plan.
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[PDF File]Welcome to your NetBenefits
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to set up your username and password. After that, simply log on to see all the great features and information on your NetBenefits home page. Link to Income Simulator See the potential effects of saving more or changing your investments. 3 1 2 5 4 3 Screenshots are for illustrative purposes only.
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[PDF File]Required Disclosure Information University of Southern ...
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Restrictions There may be certain restrictions on how investment directions may be made in the Plan, summarized as follows: l The initial exchange into BrokerageLink requires a $500 minimum. l Additional exchanges into BrokerageLink require a $500 minimum. Any frequent trading restrictions imposed by the Plan and/or by the Plan s investment
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[PDF File]Your Opportunity to Enroll in the - Fidelity Investments
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about the DCP, you can log on to Fidelity NetBenefits® at 401k.com or call the Fidelity Retirement Benefits Line at 1-800-421-3844. Eligibility and Enrollment Designated highly compensated employees of Laboratory Corporation of America Holdings (LabCorp) are eligible to participate in the Company’s DCP, a voluntary benefit plan.
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[PDF File]401(k) Plan Fees and Expenses
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Based on the information and direction Fidelity had on file at the time this document was prepared, the following Plan administrative fee may be deducted from Plan accounts. As you review this information, please keep in mind that fees are subject to change and that certain Plan administrative fees may not be
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Log in fidelity 401k