¹For non-ERISA plans, Fidelity will utilize the New Rule for certain communications that are not required but may be sent electronically today, such as quarterly account statements.
²Fidelity book of business data, as of July 2020.

For plan sponsor use only and investment professional use.
Approved for use in Advisor and 401(k) markets. Firm review may apply.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

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