Financial Wellness
Resources
Fidelity Investments Stock Bonus Program
FIDELITY (SHARES ISSUED 2020 AND LATER):
COMPUTERSHARE (SHARES ISSUED 2019 AND EARLIER):
NORTH AMERICA: 877-282-1168
OUTSIDE NORTH AMERICA: 781-575-2879
Resources
Employee Stock Bonus Program Plan Description
Employee Stock Bonus Program FAQs - English
Employee Stock Bonus Program Plan Eligibility
Stock Plan Selling Shares Guide
Dividend Reinvestment Guide - USA
Employee Stock Bonus Plan FAQs - Danish
Employee Stock Bonus Plan FAQs - Dutch
Employee Stock Bonus Plan FAQs - French
Employee Stock Bonus Plan FAQs - German
Employee Stock Bonus Plan FAQs - Italian
Employee Stock Bonus Plan FAQs - Norwegian
Employee Stock Bonus Plan FAQs - Polish
Employee Stock Bonus Plan FAQs - Portuguese
Employee Stock Bonus Plan FAQs - Spanish
Legal Notices and Instructions
401(k) Summary Plan Description
401(k) Plan Document
401(k) Plan Highlights
Traditional after-tax contributions and Roth in-plan conversions
401(k) Safe Harbor Notice
Secure 2.0 Act
Secure 2.0 Act FAQ
After Tax Total Contribution Limit Calculator
Kick-off Your 2026 Financial Health Strong!
401(k) Annual Participant Fee Disclosure Notice
401(k) All-in fee Disclosure Notice
401(k) New Hire Registration Letter
401(k) Rollover Instructions
401(k) How to Find your Safe Harbor and Profit Sharing Contribution Detail
401(k) Changing or Updating your Deferral Guide
401(k) Understanding Our Company Stock Fund
401(k) Retirement Plan Transfer - FAQ
401(k) Participant Loan Policy
529 - College Savings Plan
After Tax Option
Financial Education
Q. What is a 529 plan?
A. A plan operated by a state or educational institution, with tax advantages and potentially other incentives to make it easier to save for college and other post-secondary training, or for tuition in connection with enrollment or attendance at an elementary or secondary public, private, or religious school for a designated beneficiary, such as a child or grandchild.
Q. What is the main advantage of a typical 529 plan?
A. Earnings are not subject to federal tax and generally not subject to state tax when used for the qualified education expenses of the designated beneficiary, such as tuition, fees, books, as well as room and board at an eligible education institution and tuition at elementary or secondary schools. Contributions to a 529 plan, however, are not deductible.
Q. Can anyone set up a 529 plan?
A. Yes. You can set one up and name anyone as a beneficiary — a relative, a friend, even yourself. There are no income restrictions on on either you, as the contributor, or the beneficiary. There is also no limit to the number of plans you set up.
Q. Am I restricted to my own state’s 529 plan?
A. No. Your state’s 529 plan may offer incentives to win your business. But the market is competitive and you may find another plan you like more. Be sure to compare the various features of different plans.
Q. Where can I find more information about 529 plans?
A. A good source is IRS Publication 970 PDF, Tax Benefits for Education.
Q. Is setting up a 529 plan for my child right for me?
A. Only you can figure that out. 529 plans are not for everyone, and are also not the only option available for paying for college. Setting up a 529 plan is an investment decision, which means both the benefits and drawbacks must be considered, along with alternative ways of accomplishing the same thing. There are many independent sources of information on 529 plans. Also, you may want to consider consulting a trusted tax professional or financial planner.