Effective October 23, the John Ball Zoo Retirement Plan is migrating over to Fidelity Investments with the support of Calder Investment Advisors.

With this change, you are going to have expanded opportunities to receive personalized one-on-one financial guidance and advice directly from the professionals at Calder, and you’ll have a world-class online customer service experience at the Fidelity NetBenefits® Web site. 

The investment line-up is also changing during this transition, including the addition of more socially responsible funds from Calvert Investments and Parnassus Investments.

LEARN MORE AT A GROUP MEETING!

Calder will be at the Bissell Tree House on Thursday 9/17 at both 11:00am and 12:30pm for a group discussion on these plan changes and to provide some savings strategies to consider. Content is the same at 11:00am and 12:30pm. This will be an opportunity to ask questions and sign up for a one-on-one meeting with Calder the following weeks.

MEET ONE-ON-ONE WITH US!

As a participant in the John Ball Zoo Retirement Plan, you have on-demand access to financial advisors at Calder at anytime! During this transition, Brian and Tom will also be onsite on Thursday 10/1 and Thursday 10/8 from 8:00am through 4:00pm to make it easy to connect with us. We’re here to answer questions you may have about the changes, including the plans new investment lineup.

We can also help you put together a comprehensive financial plan through our Financial Agility Planning Platform. Our platform gives you three key financial metrics so you know your financial situation at a glance. These metrics consider prevalent financial risks and evaluates your financial strength or vulnerability against each.  We then work with you to create a comprehensive financial plan to mitigate and/or overcome those risks, giving you the financial peace of mind you deserve. Click below to view a sample report and understand what data you should know in advance of booking a Financial Agility consultation.

SCHEDULE YOUR ONE-ON-ONE BELOW!