Banner Health Employee Benefits - Finance  

Retirement Plans Enrollment/Changes

 

 

Managing Your Account is Easy

Information about your account is just a mouse click or a phone call away. Through Fidelity's Internet site and the automated phone service (800)343-0860, you can obtain account information and initiate most transactions when it is convenient for you:

  • Enroll or change your retirement elections
  • Check the balance in your account(s)
  • Check the performance of your funds
  • Change your investment fund mix
  • Make rollover contributions from your previous employer's plan to the Banner Health 401(k) by calling (800) 343-0860
  • Request a loan or hardship withdrawal
  • Request a beneficiary change form

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 Personal Identification Number (PIN)

The first time you contact Fidelity either by the phone or on the internet, you must select your own personal identification number (PIN) to ensure account privacy. If you forget your number, you can establish a new PIN by calling Fidelity (800-343-0860, M-F 7 a.m. to 11 p.m. CST) or by resetting it online. Your PIN will provide secure access to your account via the automated telephone service and fidelity.com/atwork. Once your PIN is set up, you will be asked to enter it at the beginning of all future calls and when you log on to www.fidelity.com/atwork.

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Internet Account Access

Fidelity allows you to access your account from any computer equipped with Internet service. With www.fidelity.com/atwork, you can view your account balances, make exchanges between investment options, change future contribution mixes, track your contributions, and review fund information. You also have access to Fidelity PortfolioPlanner, an interactive Internet educational tool to help you make investment decisions.

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Automated Phone Service

Through Fidelity's toll-free telephone service, you can manage your account over the phone virtually 24 hours a day, 7 days a week. You can personalize an automated menu to quickly access the information you check regularly, such as account balances and fund prices.

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Knowledgeable Retirement Services Specialists

Fidelity Retirement Services Specialists (800-343-0860, M-F 7 a.m. to 11 p.m. CST) will explain the investment options available to you, provide you with information to help you determine an appropriate investment strategy to help you reach your retirement goals, and answer most questions about the plan.

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Summary Plan Description

Detailed information on this benefit such as eligibility, plan coverage, limitations and contact information can be found in the Summary Plan Description (SPD). 

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Banner Health Employee Benefits
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These pages are highlights of the benefit plans. In the event of a difference between these pages and the legal documents/contracts, the legal documents/contracts will rule. Banner Health reserves the right to change, amend or discontinue all or part of these plans at any time for any reason. View Plan Documents
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