One-on-one counseling appointments with Fidelity available
Fidelity offers one-on-one counseling appointments to Purdue faculty and staff as an ongoing service. Employees can register for an individual counseling session through the Purdue-dedicated Fidelity NetBenefits site at https://plan.fidelity.com/purdue.
Appointments are available at the Purdue Memorial Union investor center on the West Lafayette campus and at the regional campuses.
Click "Schedule an Appointment" under "Get Guidance" on the right-hand side of the screen. Choose "One-on-One Consultation" on the next screen and then progress through the screens to choose your campus location and desired meeting time.
During counseling appointments, Fidelity representatives can help employees with a variety of needs, including:
* Getting started with retirement savings.
* Reviewing investment options.
* Assessing if they are on track with their goals.
* Consolidating their retirement accounts.
Counseling is also available by phone from 8:30 a.m. to midnight (ET) at 800-343-0860.
