Fidelity Tools and Resources

Whether you’re looking for investment education, thinking about retirement or want to review your finances, Fidelity can help you take your next steps with confidence. With a wide range of useful online capabilities and experienced representatives within easy reach, you’ll have support with your most important financial decisions.

Fidelity Planning Summary

Create and manage your plan for retirement and other important financial goals using Fidelity’s Planning Summary or through one-on-one phone support.

Online

Fidelity’s Planning Summary in NetBenefits® makes it easier to plan for the future you envision. By answering just a few questions, you’ll be able to:

Estimate how much income you may have — or need — in retirement.
Receive guidance to help you get or stay on track.
Create a retirement plan in minutes.

Bear in mind that guidance provided through Fidelity’s Planning Summary is educational in nature. It is not individualized and is not intended to serve as the primary basis for your investment or tax-planning decisions.

To access the Planning Summary online, go to netbenefits.com and select Plan & Learn > Manage your plan.

One-on-One Support

Fidelity Workplace Planning & Guidance Consultants are available to help you create a savings strategy that works for you and your goals. They are specially trained and have a detailed knowledge of your Savings Plan. You can speak to a consultant at 1-800-603-4015, Monday–Friday, 7:30 a.m. to 7 p.m. CT, and get assistance with a range of needs, including:

Enrolling in the Savings Plan (if you aren’t already participating) and helping you choose the investment mix that is right for you.
Helping you understand how much money you’ll need to save to retire and what your income may look like in retirement.
Help with balancing multiple financial goals, such as paying for college, buying a home or building an emergency fund.

Fidelity’s Additional Tools and Resources

Gain confidence by browsing articles, videos, infographics and more to help you make informed financial decisions. To access the tools and resources, log in to netbenefits.com > select Plan & Learn > Get answers to your financial questions.

Articles

Browse through a variety of articles on how to make the most of your benefits and secure your financial future.

Calculators & Tools

Fidelity’s calculators and tools will help you take the guesswork out of saving for retirement and assist in building an income strategy to meet your needs.

One of these tools is Full View®, where you can track and manage all your financial accounts in one place including investments, bank and credit cards, loans, mortgages and insurance accounts. View your complete financial picture on a single page, with no additional passwords to remember.

To access Full View, go to netbenefits.com > Accounts & Benefits > See all your accounts in Full View under Other Resources.

Online Workshops

Get smarter about your finances. Attend an online educational workshop.

Workshops are offered live or on demand.
Attend from any computer or mobile device.
Learn about a variety of topics, including choosing investments, balancing financial goals and preparing for retirement.

Sign Up Here

Fidelity Investor Centers

One key benefit of having Fidelity is the ability to have face-to-face conversations with a Fidelity Investment Professional at any Fidelity Investor Center nationwide. You can receive free guidance on investing, planning and how to stay on track with your financial goals.

Click here for an overview of all the topics you can cover in your conversations with a Fidelity Investment Professional.

FIND AN INVESTOR CENTER NEAR YOU

Contacts

Hess Benefits Center at Fidelity