The NDPERS Companion Plan

"The investment funds that are available through the NDPERS Companion Plan consist of a series of mutual and lifestyle funds.  In the Companion Plan, the annual fees charged by mutual fund organizations to pay for service, distribution, and marketing costs (12b-1 fees) are waived or rebated back to participants by Fidelity.  In addition, any front and deferred sales loads are waived by Fidelity."

Companion Plan Resources

• Companion Plan Document
• Companion Plan Investment Policy
• Companion Plan 3rd Quarter 2009 Performance Review
• Fidelity Quarterly Market Perspective
• Fidelity Investments® Web Site
• Fidelity e-Learning Fact Sheet
• Connect - Fidelity Investments Quarterly Newsletter

Companion Plan Enrollment

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Investment Planning Tools

• Companion Plan Investment Options - Choosing Companion Plan investments that are right for you
• Fidelity Investment Foundations - Understanding the Basics of Investing
• Fidelity Freedom Funds - Simplify Retirement Savings
• Fidelity Freedom Funds Fact Sheet
• Preparing Your Portfolio for Market Fluctuations
• Determining Your Investment Mix
• Estimate Your Retirement Savings Goal
• Guide to NetBenefits
• How to Monitor Investment Performance
• Keeping Your Savings Plan On Track
• Overcoming Excuses to Save for Retirement
• Understanding Your Personal Rate of Return
• Companion Plan Investment Funds - Links to Morning Star reports for mutual funds
• Fidelity Account Access Guide - How to contact Fidelity or access your on-line account
• Mutual Fund Window Information