Carle Health is transitioning its retirement plans from EPIC Retirement Plan Services to Fidelity Investments®, effective January 2025. This change aims to enhance customer service, online tools and educational resources. 

Why was Fidelity chosen?

For more than 75 years, we’ve helped strengthen and secure the financial well-being of millions of people like you. Here is Fidelity's track record:

  • Tools you can use. Our innovative technology can help simplify the complex and meet you where you are.
  • Cybersecurity. #1 most cybersecure recordkeeping service provider.1
  • Unmatched experience. Fidelity serves over 8.2 million customers in the nonprofit space.2

The plans at Fidelity will offer:

  • An updated lineup of investment options.
  • The NetBenefits® website and mobile app to easily access and manage your account.
  • Online planning tools, videos and workshops to help you make decisions for your future.

It is important to note that the employer contributions and most other provisions will not be changing as part of this transition.

You can start learning more on this website. Additional information will be coming with important transition dates and details later this week. 

We're excited about the changes ahead for the plans at Fidelity.