Important regulatory information & instructions regarding the CCPA and the CPRA

The California Consumer Privacy Act of 2018 (“CCPA”), as amended by The California Privacy Rights Act of 2020 (together with its implementing regulations, the “CPRA”) gives California residents certain rights regarding their personal information that is collected, used, processed, or retained by covered businesses.*

The CPRA applies primarily to covered businesses and imposes certain obligations on service providers to those businesses —obligations that both plan sponsors and participants should be aware of. In anticipation of the operative date and to ensure that Fidelity is considered a service provider under the CPRA, Fidelity sent a letter to all clients detailing its commitments to plan sponsors in Q4 2022. This letter is intended to ensure that the CPRA provisions requiring the inclusion of certain language in our services agreements with plan sponsors are included by January 1, 2023.*

Instructions for Plan Sponsors

As your service provider, Fidelity Workplace Investing has implemented a process to comply with its obligations under the CPRA, which include cooperating with plan sponsors in responding to verified consumer requests received by plan sponsors from plan participants covered by the CPRA. Please note that as a service provider, Fidelity Workplace Investing is not required to accept requests directly from plan participants and will instead direct plan participants to submit their requests directly to their plan sponsor. If you receive a verified consumer request from a plan participant covered by the CPRA, and such individual’s personal information is maintained by Fidelity Workplace Investing, you may request that Fidelity Workplace Investing cooperate with in responding to such requests.

Click here to review the instructions on how to submit a CPRA request via Plan Sponsor Webstation^® (PSW).

Important Information regarding U.S. consumer privacy rights laws, including CCPA and CPRA

*While the CPRA does not generally apply to governmental entities or non-profit organizations, plan sponsors should consult with legal counsel for more information on how the CPRA may apply to them.