Dedicated website for transition to Fidelity

Dear faculty, staff and retirees,

As we prepare for WFU’s transition of its retirement plan administration to Fidelity Investments in January 2027, we are committed to ensuring you have the information and support you need at every step.

To help you navigate this change, we have launched a dedicated transition website to serve as a central hub for the most up-to-date information, including:

• FAQs: Answers to common questions regarding what this change means for you, preparing for the transition, and retirement planning resources.
• Inquiry Portal: A direct way to submit your questions. 
• Contact Information: For CAPTRUST, TIAA, and Fidelity.

We invite you to explore the website today and then look for a detailed transition guide arriving this October. This guide will cover everything from key dates and the new investment lineup to instructions for scheduling a one-on-one session with a Fidelity Workplace Financial Consultant.

Thank you for your engagement and for being part of this important step forward for the University.

Sincerely,

The Office of Human Resources