10/20/2008
Fidelity Investments will be doing multiple presentations of the workshop: "Deciding What to Do with Your Retirement Plan Assets." The workshop is especially designed for people transitioning employment from their current employer. Learn important information about:
| Budgeting income and expenses |
| Key considerations when leaving an employer |
| Evaluating distribution options |
| Understanding rollovers, fees, and tax consequences |
| Traditional IRAs vs. Roth IRAs |
All workshops are one hour long and will be located in ABX University on these dates and times:
| Thursday, Nov. 13 at 3:00 PM and 5:00 PM |
| Thursday, Nov. 20 at 7:00 PM and 9:00 PM |
| Friday, Dec. 5 at 6:00 AM, 8:00 AM, 10:30 AM and 1:30 PM |
| Monday, Dec. 15 at 5:00 PM and 7:00 PM |
Check the boards in ABX University on the date of your class to find the proper classroom.
Contact Mary Miley at ext. 62004 or mary.miley@abxair.com to sign up for one of these classes. Please give her your full name and employee number. After completing the class, you will be offered the opportunity to sign up for an additional one-on-one session with a Fidelity Investments representative to discuss your personal financial situation.
The workshop is provided at no charge as part of the ABX Air Transition Center Services, however, you do not have to be a noticed employee to attend.
Spouses are welcome and encouraged to attend. Please let Mary know if there will be two people attending when you sign up.
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Revised: December 17, 2012.