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Dear Friends,

As you may already know, the State of Connecticut CHET 529 plan will soon be transitioning to Fidelity Investments for management. The State of Connecticut has made the decision to change investment providers from The Hartford to Fidelity. We think this is a good move and will benefit clients with a number of advantages, not the least of which is the excellent management of Fidelity’s investment team.

This change is expected to happen on or around February 8th, 2021 and there is nothing you need to do to effect this change. Investments that you have within your CHET plan will automatically map over to an equivalent fund at Fidelity.

In order to provide a forum for clients to learn more about this transition, and to ask any questions you may have, we have scheduled a Zoom conference call with representatives from Fidelity on Thursday Feb 4, 2021 at Noon. Please join us if you are able, and if you cannot attend, as usual the call will be recorded and posted shortly after.

The link to join the Zoom conference is https://us02web.zoom.us/j/8602182048

I’m sure that there are many questions you may have about this change, and we don’t have all the answers yet. But we do believe that by working together in this Zoom conference with Fidelity’s representatives we can all learn and prepare for the changes ahead.

Please join us on Thursday Feb 4, 2021 at Noon! I look forward to seeing you then.

Have A Question?

Our team would be happy to help you with any questions or ideas.Feel free to reach out at anytime.