Key Dates

 

Plan Activity

November 15, 2024 by 2 P.M. MT

PARTIAL BLACKOUT PERIOD BEGINS AT COREBRIDGE

Corebridge has provided that the following services or transactions must be completed by this date.

TRANSACTIONS REQUIRING PAPERWORK DUE TO COREBRIDGE

All paper based account transactions, or to request a distribution or withdrawal from the ORP, if eligible, must be returned to Corebridge before this date to be processed prior to when the blackout period begins.

  • Please allow enough time to request, receive, complete, and return the paperwork to Corebridge before this deadline.

GUIDED PORTFOLIO SERVICE AT COREBRIDGE

  • This service will be turned off by Corebridge. You may contact Corebridge with questions regarding how this may affect your ORP account

COREBRIDGE WEBSITE IS RESTRICTED

  • Participants will be restricted from accessing their account on the Corebridge website if they have ORP balances in only mutual funds or balances in both mutual funds and annuities. Corebridge will resume website access to annuities in early December.
  • This restriction does not apply to ORP annuity only account balances.

November 18, 2024 by 2 P.M. MT

FINAL CONTRIBUTIONS TO COREBRIDGE AND TIAA

This is the final date Corbrdige ad TIAA will accept and process ORP contributions. After this date, all future ORP contributions will be directed to Fidelity.

November 22, 2024 at 2 P.M. MT

BLACKOUT PERIOD BEGINS AT CORBRIDGE AND TIAA

The blackout period applies to mutual fund balances and self-directed brokerage accounts transferring to Fidelity. ORP annuity only account balances at Corebridge and TIAA will not be affected by the transition or the blackout period.

This is the last day to:

  • Request an exchange (transfer) between your ORP mutual fund investment options. Change how your future ORP contributions will be invested.
  • Allow processing of any ORP distribution or withdrawal requests, if eligible, at Corebridge and TIAA.
  • Make any changes to your ORP mutual fund balances or self-directed brokerage account. Transactions will not be allowed after this date.

December 2, 2024

FIDELITY BECOMES THE NEW ORP PROVIDER

Beginning on this date, Fidelity will be the exclusive recordkeeper and service provider for the ORP. An ORP account will be established for ORP eligible employees. All ORP contributions received on or after this date will be allocated according to your investment elections transferred from Corebridge or TIAA.  

You may log on to your account at Fidelity once the blackout period ends, expected to be during the week of December 22, 2024.

FIDELITY IS AN AVAILABLE PROVIDER IN THE IDAHO STATE BOARD OF EDUCATION TAX DEFERRED 403(b) PLAN

Employees may choose to direct voluntary contributions to the 403(b) Plan at Fidelity. Contact your payroll department to learn more.

December 3, 2024 at 2 P.M. MT

ASSET TRANSFER BEGINS AT COREBRIDGE

Your ORP mutual fund balances and self-directed brokerage account at Corebridge are valued.

ORP annuity account balances held at Corebridge are not affected by the transfer and will remain with Corebridge. 

December 4, 2024 at 2 P.M. MT

ASSET TRANSFER BEGINS AT TIAA

Your ORP mutual fund balances and self-directed brokerage account from TIAA are valued.

ORP annuity account balances held at TIAA are not affected by the transfer and will remain with TIAA. 

December 5, 2024

ASSETS TRANSFER TO FIDELITY

Your ORP mutual fund balances and self-directed brokerage account from Corebridge and TIAA are scheduled to be received at Fidelity. 

During the week of December 22, 2024

BLACKOUT PERIOD ENDS AT FIDELITY

You will be notified when full access to your ORP account at Fidelity is available.

  • To access your ORP account, you may log on to Fidelity NetBenefits® at www.netbenefits.com/atwork or call Fidelity at 800-343-0860.
  • On Fidelity NetBenefits you can:
    • Designate your beneficiary. Beneficiary designations will not transfer from Corebridge or TIAA.
    • Review your ORP account balance.
    • Request an exchange (transfer) between your ORP mutual fund investment options.
    • Request changes to your ORP account.
    • Access investment options and research investment performance.
    • Request a distribution or withdrawal, if eligible.
    • Establish scheduled installment payments or Required Minimum Distributions (RMDs), if applicable. These will not transfer to Fidelity.