Investment Restrictions

Fidelity, the fund sponsor, may place certain restrictions on your investments. For complete current details on restrictions, you should refer to the printed materials available from Fidelity. Following are explanations of some of the important restrictions.

The following rules apply to how future contributions to the BU Retirement Plan are invested:

1. You may choose to have your contributions to be contributed to the funds available through Fidelity.

2. Transfers among the fund options available through Fidelity may be made at any time, but a fee may be charged if more than four transfers are made in a calendar year.

Other restrictions or requirements may apply. See the disclosure materials from Fidelity for any investment option you are considering.

Statements of Your Accounts

Fidelity’s quarterly statements are available at Fidelity NetBenefits.