As the College prepares to move to Fidelity Investments as the single retirement plan provider beginning April 26, (the beginning of the TIAA blackout period), we wanted to continue to share information and resources from Fidelity that will assist in the transition. We've prepared a complete guide to the transition process.

Our Fidelity Workplace Financial Consultant, Daniel McCarthy, is available to walk you through the changes and help you with account-specific questions. In addition to offering phone and virtual consultations, Daniel will be available for in-person consultataions on Tuesday, May 10 in the Controller's Office conference room (Stokes Hall, 2nd Floor).

In-person, phone, or virtual appointments can be scheduled at fidelity.com/schedule:

• Select "Schedule a time to meet"
• Enter Haverford College as your employer
• Select virtual appointment, in-person, or phone
• Schedule a time/location that works best for you

You can also call Fidelity for an on-demand planning consultation with no appointment at 800-642-7131 from 8:30 a.m. to 9:00 p.m. ET Monday through Friday.