Start: April 21, 2025 TBD
Register Here
Contact Details
Learning and Development
765-285-1819
On May 15, 2025, Ball State University will implement a new, streamlined investment menu for University retirement plans. Employees can transfer their legacy account balance into their current Ball State 403(b) Plan account with Fidelity Investments or maintain their legacy account balance at the previous service provider.
Andy Marsh, a Fidelity Workplace Financial Consultant, will lead 30-minute virtual learning events to guide you through the consolidation process. These sessions will help you understand your options for managing legacy accounts with inactive vendors and provide options for moving or consolidating accounts.
Three Times Available:
- Monday, April 21, 2025 | 8:30 AM - 9:00 AM
- Monday, April 21, 2025 | 12:30 PM - 1:00 PM
- Monday, April 21, 2025 | 3:00 PM - 3:30 PM
Location: Register at www.fidelity.com/schedule, select “Attend a learning event”, then enter “Ball State University” in the employer name dropdown box and “Virtual Event” in the select event type dropdown box.