Fidelity Retirement Transition: Key Details and Next Steps
Effective January 2027, Wake Forest is moving its retirement plan administration from TIAA to Fidelity Investments. WFU made this choice because Fidelity is a trusted industry leader that offers enhanced customer service, intuitive online tools, and expanded educational resources.
What You Need to Know:
- Contribution Rate: The University’s contribution rate remains exactly the same, and no immediate action is required.
- Transition Guide: Find a link to this guide in an email sent from Fidelity to your WFU inbox or on the Transition Documents webpage.
- Transition Website: Explore resources view dates for upcoming in-person and virtual information sessions, and register for a consultation with Fidelity or CAPTRUST.
- TIAA Profile: Log in to TIAA to confirm that your address and beneficiary designations are current.
2026 Benefits Guidebook
The 2026 Benefits Guidebook for Faculty and Staff outlines benefits specific to the Jan. 1 through Dec. 31, 2026, plan year. The information included in the guidebook is intended as a benefit summary only.
Resources
ANNUAL BENEFITS ENROLLMENT
PREMIUMS
PROVIDERS
ELIGIBILITY
CHANGING BENEFIT ELECTIONS
SUMMARY PLAN DESCRIPTIONS
DEPENDENT CHILDREN TURNING 26
FRINGE BENEFITS ADVISORY COMMITTEE (FBAC)
The information throughout this website is intended as a benefit summary only. It does not include all of the benefit provisions, limitations and qualifications. If this information conflicts in any way with the contract, the contract will prevail. While the University intends to continue each of the benefit plans, it reserves the right to terminate or amend any plan, at any time, for any reason.
Wake Forest University Human Resources
P.O. Box 7424, Winston-Salem, NC 27109
| hr.wfu.edu
P: 336.758.4700 | F: 336.758.6127