February 9, 2023
Questions about retirement? Ask Fidelity sessions provide answers, more information
Fidelity, Purdue’s official provider of education, guidance and assistance related to retirement plan investments and decisions, offers multiple Ask Fidelity sessions – brief presentations and a live Q&A – each month at a variety of dates and times.
Supporting the financial wellness pillar of the Healthy Boiler Program, these sessions offer benefits-eligible Purdue employees a convenient opportunity to learn about retirement-related and financial wellness topics.
Upcoming Ask Fidelity topics include:
- Ask Fidelity: Quarterly Market Update
- Feb. 15, 1-2 p.m. ET
- Feb. 22, 1-2 p.m. ET
- Ask Fidelity: How Consolidating Accounts Could Help You Save Time and Money
- Feb. 23, 1-2 p.m. ET
- Ask Fidelity: Creating a Budget You’ll Actually Use
- Feb. 27, 1-1:30 p.m. ET
- Ask Fidelity: Get Started and Save for the Future You
- Feb. 28, 1-1:30 p.m. ET
- Ask Fidelity: How to Make the Most of Your Retirement Savings
- March 1, 1-1:30 p.m. ET
- Ask Fidelity: Setting Goals and Habits That Stick
- March 3, 1-1:30 p.m. ET
The full schedule and registration links are available on Fidelity’s scheduler webpage. Change the event type to “Virtual Event” to view available sessions and register. Note: Check Fidelity’s scheduler webpage often, as new workshops are regularly added.
More Fidelity Support
Additionally, one-on-one consultations with Fidelity retirement planners are available Monday through Friday throughout the year to benefits-eligible faculty and staff. The service is complimentary, and planning partners are welcome to join. Services offered include:
- Helping individuals enroll in defined contribution or voluntary savings retirement plans.
- Answering retirement questions.
- Developing a comprehensive investment strategy.
- Helping individuals plan for retirement income.
- Explaining options for taking money from account(s) at retirement.
To schedule a one-on-one appointment, call 800-343-0860 or schedule online. Employees at the regional campuses also can schedule for their respective campuses via the same number and link.
Questions
For questions and assistance with Purdue’s retirement plans, contact Fidelity at 800-343-0860.
More information on retirement plans can be found on the benefits website, including:
