Quick start
Before committing to a one-on-one, first consider whether an in-person consultation is the right option for you. One-on-one consultations are geared toward retirement planning guidance, such as comparing investment choices, developing a retirement income plan, or consolidating multiple retirement accounts. Your needs may be better met by a live webinar, the resources available on our financial wellness webpage, or a phone call to Fidelity, where experts can help with basic financial planning questions or assist you in getting started with your savings.
Scheduling a one-on-one
Explore your financial future. Sign up for a free one-on-one consultation with a Workplace Financial Consultant from Fidelity. Fidelity is the administrator for the university¡¯s Voluntary Retirement Plans (VRPs). The VRPs include options to enroll in 403(b), 457(b), or 401(a) Supplemental Retirement Plans, depending on your eligibility.
or call 1-800-343-0860
What is a Fidelity one-on-one consultation?
A one-on-one consultation provides guidance to help you maximize your retirement savings and plan for other financial goals. Fidelity Workplace Financial Consultants are licensed, seasoned financial professionals who are non-commissioned to ensure that UM employees receive unbiased information. Whether your retirement is many years away or just around corner, schedule a consultation to:
- Ask questions about saving for retirement and other financial goals
- Evaluate investment choices that meet your needs
- Create an action plan to get and stay on track for retirement
- Review retirement income options
Reviewed 2024-05-08
