Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual Funds, ETFs, Fixed income Bonds and CDs and much more. Fidelity does not guarantee accuracy of results or suitability of information provided. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money. Your pension plan is a significant business and financial responsibility. As an industry leader, Fidelity is uniquely positioned to offer your organization a defined benefit solution that can help support every aspect of your retirement program. Fidelity holds the retirement funds but IBM has a Plan Administrator who is calling the shots. The OP funds are being protected from potential fraud and the only way he will regain access to his accounts is to do EXACTLY what Fidelity and the Plan Administrator is requiring. Services in your retirement plan can provide advice and guidance to help you plan for the future. Consider IBMers Pat and Chris. Pat is nearing retirement eligibility and has retirement investments in the IBM 401(k) Plus Plan. Chris has just joined IBM and has a long way to go to reach retirement. All information supplied or obtained from this page is for informational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell a security, or a recommendation or endorsement by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any
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Services in your retirement plan can provide advice and guidance to help you plan for the future. Consider IBMers Pat and Chris. Pat is nearing retirement eligibility and has retirement investments in the IBM 401(k) Plus Plan. Chris has just joined IBM and has a long way to go to reach retirement. All information supplied or obtained from this page is for informational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell a security, or a recommendation or endorsement by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any Help your employees get retirement ready with powerful, easy-to-administer 401(k) plans from a company you trust. Fidelity Investments: Skip to Main Content. Fidelity.com Home. Customer Service; Open An Account Find a Form. From the list below, you can download and access forms and applications. Where available, links to online processes have been included for your convenience. Fidelity Retirement Plan Information Form Instructions (PDF) Fidelity Retirement Plan (Self-Employed 401(k)/Keogh) Designation form (PDF) . This page will open in a popup window. Top. Non-Retirement Accounts. To designate beneficiaries on a Fidelity account registered as Individual, Joint Tenants with Rights of Survivorship, and Tenants by Entirety, use the: If you currently use your Participant Number to log in, consider creating a more secure personalized username. Sign in to your account and under Profile, change your information in the Login Preferences Tab