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Retirement Savings Plan Toolkit

If you offer the Retirement Savings Plan (RSP) to any of your employees, you will work with Fidelity Investments, a leading U.S. provider of workplace retirement savings plans. Fidelity partners with the Board of Pensions to provide record keeping, reporting, and compliance services for the RSP, in addition to online tools and communications and education. Here are resources from the Board and Fidelity to help you understand, manage, and communicate the RSP. 

Board of Pensions resources

Pre-enrollment 

Pre-enrollment postcard

Meeting reminder poster

Retirement Savings Plan overview

Enrollment

Welcome letter/email from employer to employees (RSP only)

Welcome letter/email from the Board of Pensions (RSP only)

Employee meeting presentation – overview of benefits (RSP only)

RSP Guidelines for Treasurers and Business Administrators

Enroll in and manage your Retirement Savings Plan

Retirement Savings Plan booklet

Retirement Savings Plan investment options performance sheet

Post-enrollment

Savings reminder postcard 1

Savings reminder postcard 2

Savings reminder postcard 3

Fidelity Investments resources

Simplified Contribution Platform (SCP) User Guide

Retirement Savings Plan enrollment guide

Register for NetBenefits

NetBenefits overview

Fidelity webcast hub

Fidelity workshops