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The following message from ISU Human Resources provides additional details from the Idaho State Board of Education (SBOE) related to the management of the Optional Retirement Program (ORP). Effective December 2, 2024, the ORP will be solely managed by Fidelity. ISU will continue to send additional information and updates to plan participants as they are made known.
Fidelity on campus in October for Optional Retirement Plan transition sessions
Fidelity workplace financial consultants will be presenting on the upcoming Optional Retirement Plan (ORP) transition, with the information and resources needed to understand the upcoming changes. Fidelity workplace financial consultants will deliver the ‘Get Ready for the Move to Fidelity’ presentation to ORP participants. Review the dates and times below.
In-person Fidelity meetings (no registration required, times are MST):
Pocatello
Mon, Oct. 21, Pond Student Union, Little Wood River Room
10:30 - 11:30 a.m.
1:30 - 2:30 p.m.
Tues. Oct. 22, Pond Student Union, Little Wood River Room
10:30 - 11:30 a.m.
1:30 - 2:30 p.m.
Meridian
Wed, Oct. 23, Classroom 845
10:30 - 11:30 a.m.
1:30 - 2:30 p.m.
Idaho Falls
Thur, Oct. 24, Bennion Student Union, Room 120
10:30 - 11:30 a.m.
1:30 - 2:30 p.m.
Virtual Fidelity meetings (click on individual link to register):
Tue, Oct. 22: 9 - 10 a.m.
Tue, Oct. 22: 1 - 2 p.m.
Wed, Oct. 23: 4 - 5 p.m.
Thu, Oct. 24: 11 - Noon
Thu, Oct. 24: 1 - 2 p.m.
Fidelity’s flyer for ISU visits provides an overview of all information sessions about the upcoming ORP transition. Fidelity also offers to provide an information session directly to a college or division. To schedule an information session for your college/division, contact James Peterson at james.peterson@fmr.com.
Additionally, Fidelity is mailing ORP transition guides to each ORP participant who currently has a balance with TIAA or Corbridge. Digital copies of the ORP transition guide and ORP Investment Options Guide are available on the ORP transition site (myfidelity.com/ISBOE). For additional questions about benefits, please contact benefits@isu.edu.
Information will continue to be updated and available on the transition site at myfidelity.com/ISBOE throughout this transition period.
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