Help With Investment and Retirement Planning

Fidelity is the official provider of voluntary retirement savings accounts to University employees. Almost all University employees are eligible to save using a voluntary plan. Please call Fidelity if you’re unsure about your status.

Additionally, University employees can access free investment and retirement planning resources through Fidelity's NetBenefits platform.

You do not need to have a retirement savings plan through Fidelity to sign up for a NetBenefits account. As a University employee, you can access free financial planning resources, sign up for free sessions with Fidelity Certified Financial Planners, and attend free educational webinars (visit the events page to see current offerings). 

NetBenefits login

Sign up to meet with a Fidelity Certified Financial Planners

Having a hard time signing up? Find step-by-step instructions here.