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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
April 22, 2014 9:00 a.m. - 4:30 p.m. 438 Niederauer Seminar Room, Case-Geyer
May 19, 2014 9:00 a.m. - 4:30 p.m. Alton Lounge, J. C. Colgate Hall
June 19, 2014 9:00 a.m. - 4:30 p.m. Conference Room, Colgate Bookstore 

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.