Retirement Resources
Busey Wealth Management
The best way to reduce investment risk is to diversify your portfolio and create an asset allocation that's right for you. You can work with a participant adviser from Busey Wealth Management to learn about the different funds available or even structure a portfolio based on your current age (target-date fund) or risk tolerance. Busey also assists in rolling over any previous retirement funds into Carle Health's should you choose to do so.
Call Busey Wealth Management at (217) 365-4874 or email RetirementPlans@busey.com to set up an in-person or virtual appointment with a credentialed retirement adviser. Team members also can check the schedule on TruNorth to sign up for on-site appointments.
Fidelity Retirement Plan Services
Carle Health recently transitioned its retirement plan services to Fidelity Investments.
Setting Up Your Account
To enroll, you will need to access the Fidelity website at www.netbenefits.com/atwork. You can click on "register as a new user" and answer a few basic questions about yourself so that your account can be accessed.
If you have any questions regarding this process, Fidelity Investments can be contacted by phone at (800) 343-0860.
Take Control of Your Contributions
After the first contribution is made, you'll receive quarterly statements showing your account balance, contributions and earnings during the reporting period. Account access is available 24/7 at www.netbenefits.com/atwork.
If you don't choose investments on your own, a default option will be chosen based on your birth year and expected retirement date.
Money may be withdrawn from your account in the event of death, termination of employment or upon age 59½. In some special cases, you may also qualify for a distribution due to a financial hardship. Loans are available in the plans so you can borrow from your account and make payments back through your personal bank account. To determine loan eligibility, access Loan Modeling via your account at www.netbenefits.com/atwork or by calling Fidelity Investments at (800) 343-0860.