Fidelity Investments has launched its “Plan for Life” program, an initiative designed to help workplace retirement plan participants plan for achievement of their retirement goals in a holistic manner tailored to their individual needs. The Plan for Life program takes into account the complex needs of today’s workers depending on their stage in life and changes in their personal situations, as well as their workplace benefits plan.
Enhancements to the participant experience being rolled out by the Plan for Life program include:
• increased number of dedicated guidance phone representatives
• more comprehensive retirement planning offered at the workplace
• interactive tool to assess future retirement income potential
• participant website integrates life events and robust education
“Plan for Life is a reflection of how participants’ needs have evolved and expanded over the years, with competing financial priorities and a heavier reliance on their workplace savings plans to help them plan for retirement,” explains Fidelity’s Julie McCarthy.
For more information, click here; the NAPA Partner Corner page for Fidelity’s DCIO is here.
