Retirement Recordkeeping

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Fidelity Investments is the sole recordkeeper for the University’s retirement plan for all contributions made to the plan. Generally, Fidelity receives compensation as a percentage of assets held within custodial accounts at Fidelity. That fee is paid to Fidelity by the by the investment products available within those accounts. If Fidelity receives more than the contracted amount of compensation from the investment products, the excess may be returned as an earnings adjustment for all plan participants.

 

Last modified on Wednesday, January 29, 2014