SUNY ORP Investment Provider: Fidelity Investments

New SUNY ORP Investment Provider: Fidelity Investments

SUNY is pleased to announce that Fidelity Investments has been authorized as a SUNY Optional Retirement Program (ORP) investment provider by the SUNY Board of Trustees. ORP participants are now eligible to direct their active contributions, as well as transfer any post-1990 ORP contributions invested with other ORP vendors, to Fidelity Investments via the existing processes utilized by all of the ORP investment providers.

Fidelity Investments is an internationally-recognized investment provider that enjoys a strong reputation in fund offerings and management. Fidelity Investments offers exemplary customer service to participants via an automated telephone line, in-person guidance from Planning & Guidance Consultants (PGC), and their NetBenefits web site and Smartphone app. Fidelity's new SUNY-specific microsite is located at www.netbenefits.com/SUNY.

A listing of the Fidelity Investments PGCs assigned to each campus is available on our SUNY ORP and 403(b) web sites at www.suny.edu/retirement/orp-vendors/ and www.suny.edu/benefits/vsp/403bproviders/, respectively. A listing of funds available within our ORP and 403(b) programs is located at www.suny.edu/retirement/funds.

Benefits