Consolidate your retirement plans.
Here are two ways to consolidate your accounts without interrupting your tax-deferred savings.
1. Roll your savings into your Fidelity workplace plan and benefit from:
A few exceptions to consider
If your current plan offers some specific advantages, like housing allowances, creditor protection, or custom fund options, contact Fidelity for assistance evaluating your specific situation. And if you hold company stock in your existing workplace plan, you are strongly encouraged to consult your legal or tax professional before taking any action.
2. Roll your savings into a Fidelity IRA (there are no annual account fees1):
1 There is no cost to open and no annual fee for Fidelity's Traditional, Roth, SEP, and Rollover IRAs. A $50 account close out fee may apply. Fund investments held your account may be subject to low balance and short term trading fees, as described in the offering materials. For all securities, see the Fidelity commission schedule for trading commission and transaction fee details.
2 Up to the $10,000 limit on first-time home
Fidelity® Portfolio Advisory Service at Work and Fidelity Portfolio Advisory Service® are services of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. This service provides discretionary money management for a fee.
COMPARE YOUR OPTIONS
Simplify your retirement savings - see which option can help you manage those savings more efficiently.
Call 800-835-5095 to talk with a Fidelity Representative.