Retirement Plans

It may seem too soon to think about retiring, but the earlier you start saving the more money you will save!  Did we mention you can get free money?

When you participate in Sun Health’s retirement plans, Sun Health contributes 100% of the first 3% team member contribution AND an additional 50% on the next 2% team member contribution for a full 4% match. Team members (who are at least 21 years of age) are auto-enrolled in the 401(k) plan after on-boarding. Sun Health participates in auto enrollment as we do not want to miss the opportunity to invest in the future of our team members.

Please review the enrollment guide provided below for information on how to create and access your account. Team members will be notified of retirement auto-enrollment at 5% during new hire on-boarding and notifications sent by Fidelity, if a team member does not want to participate they would need to login or contact Fidelity to stop auto-enrollment.

Additional Resources

Enrollment Guide
Enrollment Guide-Spanish
Retirement Online Account Access Flyer
Retirement Mobile Account Access Flyer
Fidelity Net Benefits Mobile
Beneficiary Designation Form
Tax Savers Credit Information