Financial wellness matters, Fidelity can help
Did you know that as a participant in a Fidelity workplace retirement savings plan, you have access to free financial help? From workshops to online tools to Fidelity’s registered phone representatives and live virtual and in-person meetings, you have resources at your fingertips that can help you put a plan in place — for your financial wellness and whatever financial and retirement planning goals you may have.
With Fidelity’s help, it only takes a few minutes to see what you are doing right with your financial situation, and where you might want to devote a little more attention. By answering a handful of easy questions, Fidelity can provide you with a personal action plan and tools for improving your financial wellness.
Fidelity’s easy-to-use financial checkup tool provides you with your unique action plan, which includes what to tackle first and tips to help you along the way. Get started with your financial checkup now. Also, take a look at Fidelity’s financial wellness overview for an outline of steps to help you manage the financial part of your overall wellness.
Additionally, Fidelity has several other resources available to you, including:
Fidelity’s Budget Checkup Tool is a simple interactive calculator to help you quickly bucket expenses and determine your monthly surplus or deficit. The calculator also shows you how your budget compares to Fidelity’s 50/15/5 guideline – 50% essential spending, 15% retirement savings, 5% short-term savings.
The Fidelity Student Debt Tool was built to help borrowers get a complete picture of their student loans and provide actionable strategies for repayment and consolidation. Explore the tool to see what steps you could take to improve your financial wellness.
One-on-one consultations with Fidelity retirement planners are complimentary and planning partners are welcome to join. Services offered include:
- Helping you enroll in defined contribution or voluntary savings retirement plans
- Answering retirement questions
- Developing a comprehensive investment strategy
- Assistance with consolidating your retirement accounts
- Helping you plan for retirement income and explaining your options for taking money from your account(s) at retirement
To schedule an in-person or virtual one-on-one appointment, schedule online or call 800-642-7131. Employees at the regional campuses also can schedule for their respective campuses via the same number and link.
Download the free NetBenefits mobile app so you can easily manage your retirement savings on the go. Via the app, you can view your account balance, make changes to your contributions and investments, access tools and educational information and more.
More information
Details on Purdue’s retirement plans and how Fidelity can assist you can be found on the Purdue Retirement Program Overview web pages.
General questions can be directed to Fidelity at 800-343-0860.
- July 2022, Issue 32
- Tap into all Fidelity offers as Purdue’s retirement provider
- July pay increases affect more than base pay, provide opportunity to review or adjust benefits
- Financial wellness matters, Fidelity can help
- Yes, it’s true, you can up your HSA savings potential with HSA Bank’s investment options
- Employees with federal student loan debt may be eligible for forgiveness – temporary waiver expires Oct. 31
- Find ways to build your retirement savings with the ‘Saver’s Credit’, University retirement contribution match
- Fidelity is Purdue’s official provider of retirement plan education, guidance, assistance
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