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 Plans, 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 one study, 92% of retirement savings plan participants who attended a one-on-one meeting agreed to take a positive action; 80% completed the action.*

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.

* “Face-to-Face Education Drives Better Retirement Savings Behavior,” The Principal Financial Group®, March 2012.

 

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