Meet One-on-One with a Retirement Planner

Who says the era of meeting face-to-face is over?

At UC, you can sit down one-on-one with a Fidelity Retirement Planner to review your plan for saving for retirement and your other financial goals—when and where it’s convenient for you. It’s a service of the UC Retirement Savings Program, and it’s available to you at no additional cost.

“Employees are increasingly facing competing financial priorities,” says Michael Baptista, Executive Director, Human Resources. “That’s why we make Fidelity’s Retirement Planners available for one-on-one meetings. With this service, UC can help employees simplify the decision-making process.”

One-on-one meetings help boost confidence

Studies show that in-person, one-on-one meetings can give retirement savings plan participants the boost they need to make positive changes. According to a recent study, people who work with financial advisors are more engaged in their workplace savings plans. They typically contribute 10 percent or more to their employers' plans, and are twice as likely to contribute 20 percent or more.*

How to schedule your one-on-one consultation

Scheduling your on-campus one-on-one consultation is easy. Just go to getguidance.fidelity.com/universityofcalifornia, select your area of interest, and provide your contact information.

Prefer to talk now? 

If you would like to meet with a Retirement Planner by phone now, no appointment is needed. Just call 1-800-558-9182.

 

* “Matters of Fact, Consumers, Advisors, and Retirement Decisions (and Results),” LIMRA Secure Retirement Institute, May 2015.

 

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