Where to Go for Help with Your Investment Decisions

At UC, you can review your investment decisions one-on-one with a Fidelity Retirement Planner.

You can meet with a Fidelity Retirement Planner by phone or in person, when and where it’s convenient for you. This is a service of the UC Retirement Savings Program, so it’s available to you at no additional cost.

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

You can schedule your on-campus one-on-one consultation online. It's fast and easy. Just go to getguidance.fidelity.com/universityofcalifornia, indicate 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. 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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