Fidelity representatives are available this fall to provide employees with personalized guidance on retirement planning.
Representatives will be available on campus at the Student Union or virtually to meet with:
- Employees interested in enrolling in a supplemental 403(b) or 457(b) retirement plan
- Idaho Optional Retirement Plan (ORP) participants
During each one-on-one session, a Fidelity financial consultant can:
- Set and refine financial goals
- Prepare for both expected and unexpected financial needs
- Review and evaluate investment options
Appointment dates
- Oct. 16 and 17
- Nov. 12 and 13
- Dec. 1 and 2
Schedule an appointment
- Visit fidelity.com/schedule
- Click on “Schedule a Time to Meet”
- Enter “Idaho State Board of Education” as the employer name.
- Select appointment type (in-person, virtual or phone).
- Choose “Boise State University” as the location.
- To select more dates, click on “Next Available”.
- Select date and time, fill out personal information and click “Schedule Appointment.”
If in-person appointments are full, virtual or phone options are available.
Fidelity representatives can also be contacted by (800) 343-0860 (Monday-Friday, 6:30 a.m. to 10 p.m. MT, excluding holidays). Employees who need to meet virtually can contact TJ 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.