Retirement appointments, workshops available from Fidelity

July 18, 2013  


Monthly presentations by Fidelity, Purdue's partner in helping employees plan and save for retirement, are being scheduled in buildings around campus. These sessions are among the ways employees can check their progress on establishing and meeting retirement goals.

A Fidelity consultant from the local office will be on hand to help create an easy, actionable plan for retirement saving and spending. Presentations will be held 9-10:30 a.m. Tuesday (July 23) in Stanley Coulter Hall, Room 102, and 8:30-10 a.m. July 29 in Stanley Coulter Hall, Room G030.

To reserve a spot for either of this month's sessions, call Fidelity at 800-642-7131 or visit http://plan.fidelity.com/purdue and follow these instructions:

* Click "Schedule an Appointment."
* Choose "Educational Workshops."
* Select Purdue University and then "Stanley Coulter Hall."
* Enter your information and choose "Other "when asked what we can help you with.
* Click "Reserve."
* Click "Confirm."

For those unable to attend either presentation, Fidelity representatives will be offering one-on-one consultations July 24-31 in Stanley Coulter Hall. Visit http://plan.fidelity.com/purdue and click "Schedule an Appointment."  Look for the dates that say "Stanley Coulter Hall."

In August, Fidelity will hold presentations in Smith Hall, Room 118, at the following times: 3-4 p.m. Aug. 19 and 9-10 a.m. Aug. 28.

Fidelity presentations will move to a new building cluster each month. Watch for announcements in your area.

Employees may schedule a one-on-one consultation at any time by calling 800-642-7131, visiting http://plan.fidelity.com/purdue, or stopping by the office in Purdue Memorial Union.

 Fidelity also will bring presentations to departments. To request a presentation, contact the local office directly at 800-544-6868 or email jennifer.spencer@fmr.com. For a list of available topics, visit www.purdue.edu/hr/pdf/FidelityPresentations.pdf.

For more information on retirement plans, tools and resources, visit www.purdue.edu/hr/Benefits/retirement.html or http://plan.fidelity.com/purdue.

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