We are excited to announce that the Pension Boards has chosen Fidelity Investments® as the new provider of recordkeeping services for the Lifetime Retirement Income Plan for the United Church of Christ (Plan), also known as the Annuity Plan for the United Church of Christ. A recordkeeper tracks and reports on retirement plan assets, account balances, contributions, and investment mix and performance. Your current mix of investments and investment options will not change as we transition our recordkeeping services to Fidelity.

This transition of recordkeeping services to Fidelity will begin on September 1, 2023. You will not be required to re-enroll in the Plan.

Why was Fidelity chosen? Founded in 1946, Fidelity has always been committed to accuracy, top technologies, and the highest ethical standards. Fidelity serves more than 37 million customers1 and brings that experience to help you manage your priorities at every stage of your life. And because their plans are offered at thousands of tax-exempt organizations, including faith-based organizations, they understand how employees like you can make the most of your retirement program.

1Fidelity Corporate Finance as of 12/31/2021.

Watch your mailbox: In late July, you will receive a Transition Guide from Fidelity. This will contain all the information you will need to access your account, learn about the services the Pension Boards will now offer through its relationship with Fidelity, and guidance on how to make the most of all of features made available to you! So please read the Guide carefully and watch for a Transition Website that will be available for you to access throughout the move with the latest information.

We have assembled some Frequently Asked Questions to provide initial information with much more to come when you receive the Transition Guide. Please click here.

We are excited about the transition and the many new services and enhanced financial wellness tools that will soon be available through our Lifetime Retirement Income Plan.