Resources for Fidelity Investments Skip Navigation

Fidelity Investments

Fidelity Investments is an additional retirement plan service provider for benefit-eligible university employees. 

Enrollment

To enroll in the Colgate University Defined Contribution plan with Fidelity Investments, visit the enrollment website. You will need the following plan number to begin the enrollment process:
  • 73906 Defined Contribution Plan (This plan accepts both Colgate and employee contributions.)
For questions regarding the enrollment process, contact a Fidelity retirement services specialist at 800-343-0860. They are available Monday through Friday, 8:00 a.m. to midnight. Visit this Fidelity website for more information about Fidelity after enrollment.

To enroll you must complete a pension plan salary reduction agreement form and return it to the Human Resources office.

Visiting Representative

Fidelity will be hosting one-on-one sessions to help you become better informed about various plan features, including investment options. A Fidelity retirement representative will be on campus at the following times and locations:

Date Time Location
August 12, 2014 9:00 a.m. - 4:30 p.m. 429 Seminar Room, Ho Science Center
August 26, 2014 9:00 a.m. - 4:30 p.m. 429 Seminar Room, Ho Science Center
September 17, 2014 9:00 a.m. - 4:30 p.m. Alton Lounge, James C. Colgate Hall
September 18, 2014 9:00 a.m. - 4:30 p.m. Alton Lounge, James C. Colgate Hall

To schedule a one-on-one session, please call Fidelity's reservation line at 1-800-642-7131, Monday through Friday, 8:30 a.m. to 8:30 p.m., or visit this site.