Fidelity

UNE provides a 403(b) pre-tax and post-tax retirement savings plan opportunity for full- and half-time benefit-eligible employees upon enrollment. Employees can elect to contribute in any combination of the pre-tax and post-tax savings options up to the IRS annual contribution limits. UNE will match actively contributing participants on a dollar-for-dollar basis up to 8% of the employee’s pre-tax salary deferral. UNE will not match participant post-tax contributions (referred to as a Roth).

Employees select their 403(b) retirement plan investment funds directly through Fidelity Investments. Fidelity Investments representatives and their online retirement planning tools can assist with your retirement planning decisions.

Eligibility

• Regular full- and half-time employees, as defined in the Personnel Handbook, may join the UNE retirement plan.
• Participation may begin the first possible payroll after your hire and you complete the Fidelity online enrollment process.
• Please review the Summary Plan Description (PDF) for more eligibility details and consult with Human Resources for specific situations.

Fidelity Representatives on Campus

Fidelity will be on campus periodically throughout the year to assist you with your transition, enrollment, and retirement planning questions. 

Download instructions for how to schedule a meeting with a Fidelity Representative (PDF)

Schedule a meeting with a Fidelity representative

Fidelity Live Web Workshops

Fidelity holds live web workshops on different topics almost daily. Participants can register for the live web workshops by logging on to webworkshops.fidelity.com or visit the Fidelity Learning Center for timely incites and education.

New Enrollment Processes

• Enrollment Guide (PDF)
• Net Benefits Brochure (PDF)
• Account Set Up Guide (PDF)
• Fidelity Mobile App (PDF)
• Protect Your Account Checklist (PDF) (Cybersecurity)
• Tools, Resources, and Calculators

Go to Fidelity online to enroll

Cyber Security

So much is accomplished online these days and cyber security protection is more important than ever.

• Cyber Security Account Hygiene (PDF)
• Five Ways to Protect Yourself from Cyber Fraud (PDF)
• Six Steps to Take if Your Identity has been Stolen (PDF)

Managing Your Account

Fidelity provides a web-based system that allows you to manage your account and find important investment information and tools.  To make changes to your contribution amount, change your investment strategy, get an electronic statement, change your beneficiaries, and more, simply go to Fidelity online and log in. The Quick Links option helps you find the most common services.

Other Resources

• Market Insights — New Developments and What to Consider: A weekly video to stay up to date on the latest market conditions and what they mean to you.
• What is your savings rate? (PDF)
• Student Debt Tool (PDF)
• How to spend from a 529 college plan
• Checklist: What legal and financial steps to take after the loss of a loved one (PDF)