Fidelity Investor Center - PMU Office

Free and easy retirement help in Purdue Memorial Union

Located in PMU, Room 164 across from Purdue Federal Credit Union and Amazon, Fidelity Investments is offering in-person, virtual and phone services. The center serves faculty and staff covered by Purdue’s defined contribution retirement plan, plus PERF-covered employees who have a voluntary retirement savings account or wish to start one.

Fidelity is Purdue's official provider of education, guidance and assistance related to retirement plan investments and decisions. Although other organizations may advertise their services and call and email Purdue employees, Fidelity is the only one endorsed by Purdue.

Available services

• Helping you enroll in the defined contribution or voluntary savings retirement plans
• Talking through plan basics
• Answering your retirement questions
• Developing a comprehensive investment strategy
• Consolidating your retirement plan accounts
• Changing how you’ve allocated your retirement plan investments
• Helping you plan for retirement income
• Explaining your options for taking money from your account(s) at retirement

All services are free to Purdue employees.

Retirement Planning – How You Benefit from a Fidelity Consultation 

 

Retirement Income Planning – How Fidelity Can Help

Contact information

• To make an appointment, call 800-642-7131 or schedule online.
• For general customer service, call 800-343-0860.

Email from Fidelity will come from "Your Benefits Center." Read messages from Your Benefits Center to keep up-to-date on important retirement plan news.