Carle Health is transitioning its retirement plans from EPIC Retirement System to Fidelity Investments®, effective January 2025 for eligible participants. This change aims to enhance customer service, online tools and educational resources. 

The plans at Fidelity will offer: 

• An updated lineup of investment options. 
• The NetBenefits® website and mobile app to easily access and manage your account. 
• Online planning tools, videos and workshops to help you make decisions for your future. 

It is important to note that the Carle Health employer contributions and most other provisions will not be changing as part of this transition. 

Learn more by visiting the plan’s transition website and make plans to attend an onsite support session near you.

Please note that Chard Snyder will continue to manage our HSA accounts, ensuring no changes to your current health savings benefits.