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Enroll in the Plan or Make Changes

To enroll or make changes in the plan, take the following steps.

How to enroll and changes

Enrollments and election changes can be made at any time during the year via myHR through the NetBenefits portal administered by Fidelity.  See this user guide on how to navigate the system. Northwestern has partnered with Fidelity to provide enhanced services for the Savings Plans offered to faculty and staff. All deferral elections, even if you contribute to TIAA, are made using this system. The new functionality offers:

This guide will provide a high level overview of how to access Savings Plans information, update your monthly deferrals, direct funds to Northwestern’s two Retirement Account providers, and update investments.

Upon hire

Before becoming eligible for the Matched plan, contributions can be made to the Voluntary plan only. Voluntary contributions begin the first available pay period following enrollment.  See this user guide on how to navigate the system.

To waive the one-year period, submit a completed Service Waiver.  This must be filled out by the previous employer and shown to meet the required eligibility criteria of employment and retirement plan participation.   Contributions will begin the first available pay period following approval of the waiver. 

After your one-year anniversary

Make elections after the one-year anniversary via myHR.  See this user guide on how to navigate the system.  Retirement plan contributions begin the first available pay period following enrollment. 

To waive the one-year period, submit a completed Service Waiver.  This must be filled out by the previous employer and shown to meet the required eligibility criteria of employment and retirement plan participation.   Contributions will begin the first available pay period following approval of the waiver. 

Help Navigating NetBenefits Portal

If you need assistance navigating the online portal, there is a dedicated help line that can assist you at any time.  Please contact the NetBenefits support team at 800-343-0860.

Contact your investment company

Schedule a meeting with a representative.