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Fidelity representatives available to meet with retirement plan participants

Fidelity representatives will be available to meet on campus at the Student Union for Idaho Optional Retirement Plan participants. A financial consultant helps to develop financial goals, prepare for expected and unexpected financial needs and review investment options.

Available in-person dates are:

  • July 22 and 29
  • Aug. 5, 13, and 14
  • Sept. 9 and 11

Schedule a one-on-one appointment with a Fidelity representative:

  1. Visit fidelity.com/schedule
  2. Click on “Schedule a Time to Meet”
  3. Enter “Idaho State Board of Education” as the employer name.
  4. Select appointment type (in-person, virtual or phone).
  5. Choose “Boise State University” as the location.
  6. To select more dates, click on “Next Available”.
  7. Select date and time, fill out personal information and click “Schedule Appointment.”
  8. If in-person appointments are full, consider virtual or phone options.

Fidelity representatives can also be contacted at (800) 343-0860 (6:30 a.m. to 10 p.m. MT, Monday-Friday, excluding holidays). Employees who need to meet virtually can contact T.J. Richards at Tj.Richards@fmr.com or Matthew Case at matthew.case@fmr.com.

For additional questions about retirement, contact the Boise State benefits team at benefits@boisetate.edu.