Brothers and Sisters,

As you may know, the Board of Trustees of the IUOE Local 4 Annuity and Savings Plan (the Plan) recently selected Fidelity Investments® as the Plan’s new provider of recordkeeping services. The Plan will move to Fidelity effective January 2024.

To get started, join us for a virtual seminar on Wednesday, December 6 at 6 p.m. This session will introduce Fidelity to Local 4 members and provide more details and updates on the transition.

We believe Fidelity will offer even more to help support your savings goals, today and in retirement. For more information visit our website at Local4Funds.org/savings-plan-moving-to-fidelity.

In Solidarity,


Michael J. Bowes

Business Manager
IUOE Local 4