As previously announced, the Bon Secours Retirement Plans will be

Important information for participants who have a self-directed brokerage account in a
Bon Secours Health System Inc. Retirement Plan.
As previously announced, the Bon Secours Retirement Plans will be transitioning to
Fidelity Investments as of July 28. 2014.
Enclosed is information about Fidelity BrokerageLink®, including the Participant
Acknowledgement Form. This form must be completed, signed, and returned to Fidelity
Investments, P.O. BOX 770001, Cincinnati, OH 45277-0036 by June 20, 2014 in order
to open your new Fidelity BrokerageLink® account, and to initiate the transfer of assets
from your current brokerage account to Fidelity.
We will begin to transfer your brokerage account as of July 24, 2014 Securities held in
your brokerage account typically transfer electronically, and usually become available
for trading within 5–7 business days. In some cases, securities held in your brokerage
account must be manually re-registered and may take approximately six weeks to
transfer; it may be possible to accomplish trades through your former custodian up until
they initiate the transfer. Any outstanding orders at your prior custodian will not be
transferred to Fidelity. Please be aware that the value of your securities could fluctuate
during the time period when you will be unable to initiate a trade.
Once your Fidelity BrokerageLink® account is open, and your assets have been
transferred, you will receive more information about accessing your account, and
making transactions using Fidelity BrokerageLink®.
Next Steps:
1. Complete the Fidelity BrokerageLink® Participant Acknowledgement Form. The
following information will help you complete Section 1, Account Setup:
• Plan Number/Name:
88926- Bon Secours Health System, Inc. Retirement Savings Plan (BSHSI 403(b)
Plan)
88927- Bon Secours Health System, Inc. Health System Office Retirement
Savings Plan (HSO
403(b) Plan)
88928- Retirement Plan of Bon Secours Health System, Inc. (BSHSI 401(k) Plan)
88929- Bon Secours Charity Health System Tax Sheltered Annuity Plan
88930- Bon Secours Good Samaritan Hospital 403(B) Pension Plan
•
Name of Plan Trustee(s): Fidelity Management Trust Company (FMTC)
2. Complete the remainder of Section 1 and Sections 2 and 3.
3. Remove the pages containing the Fidelity BrokerageLink® Account Terms and
Conditions and retain them for your records.
4. Sign the completed form in Section 4, make a copy of both pages of the form for
your own records, and return the original to Fidelity Investments, P.O. BOX
770001, Cincinnati, OH 45277-0036 by June 20, 2014.
If you would like to set up third party access, which will allow an investment advisor or
other person you designate to execute trades in your account, please complete the
enclosed Fidelity BrokerageLink® Limited Third Party Trading Authorization and
Indemnification Form.
Please note: A BrokerageLinkSM account must be automatically established for you due
to the transfer of your retirement plan balances which include brokerage assets. As of
July 24, 2014, the process of transferring your brokerage account assets from your
Schwab Personal Choice Retirement Account (PCRA) to Fidelity Investments will begin.
You will receive a welcome package once your Fidelity BrokerageLink® account is
opened. Though this account is established, if you do not return the completed Fidelity
BrokerageLink® Participant Acknowledgement Form, your brokerage account will be
frozen for purchases. You will be able to place sale transactions only. You will not have
full access to trade in your Fidelity BrokerageLink® account until the completed form
has been received by Fidelity.
If you have any questions, please call the Fidelity Retirement Service Center toll free at
1-800-343-0860.
_____________________________________________________________
A self-directed brokerage account is not for everyone. If you are an investor who is
willing to take on the potential for more risk and you are prepared to assume the
responsibility of more closely monitoring this portion of your portfolio, it could be
appropriate for you. However, if you do not feel comfortable actively managing a
portfolio beyond those offered through your plan's standard investment options, then a
self-directed brokerage account may not be appropriate for you. Additional fees apply
to a brokerage account, please refer to the fact sheet and commission schedule for a
complete listing of brokerage fees. Remember, it is always your responsibility to ensure
that the options you select are consistent with your particular situation including your
goals, time horizon, and risk tolerance.
Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield RI
02917
418504.7.19

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