Retirement Income Services

Resources to help your employees as they transition to retirement

Making sure your employees feel prepared for the transition to retirement and providing them resources for life-long financial wellness are priorities for us.

That’s why we continue to invest in the retirement income services we offer. We’re dedicated to providing the resources and support your employees need to help them feel more secure in retirement. Learn more about our latest developments and the tools you may use to help your employees make informed decisions around retirement.

What’s New?

Financial Wellness Still Matters In Retirement How strengthening financial wellness for retirees can help benefit employers	New Retirement Income Services Enhancements Guaranteed Income Direct launches as well as new tools in NetBenefits	New Guaranteed Income Employee Education Toolkit Communications to help introduce the topic of guaranteed income* to your employees
Learn More	Learn More	Learn More

Thought Leadership	Retirement Income Education For Employees
Designing DC Plans to Support Participants	Pre-retiree education toolkit
The Important of Guaranteed Income	Guaranteed income education toolkit
From Accumulation to Decumulation	Selecting a withdrawal strategy toolkit
	NEW Getting Ready for Retirement Campaign Overview

Additional Resources

Retirement Income Services Enhancements

Although some content herein reflect currently available functionality, others discussed are concept designs being considered for future development. Fidelity reserves the right to modify or cancel any concept designs being displayed. This information should not be construed as an offer to sell or a solicitation to buy any product or service.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Past performance is no guarantee of future results.

Diversification and asset allocation do not ensure a profit or guarantee against loss.

Annuity guarantees are subject to the claims-paying ability of the issuing insurance company.

In order to provide an income stream, there is no or limited access to assets.

Fixed annuities available through Guaranteed Income Direct are issued by third-party insurance companies, which are not affiliated with any Fidelity Investments company. A contract’s financial guarantees are solely the responsibility of and are subject to the claims-paying ability of the issuing insurance company.

Income annuities available as plan distribution options are selected by the plan’s fiduciaries and sold and issued by third-party insurance companies which are not affiliated with any Fidelity Investments company. Fidelity Health Insurance Services, LLC (“FHIS”) may receive a fee from the issuing insurance company; however, FHIS does not directly or indirectly solicit, negotiate, or sell any annuities available as plan distribution options. A contract’s financial guarantees are solely the responsibility of and are subject to the claims paying ability of the issuing insurance company.

Fidelity Health Insurance Services, LLC 245 Summer Street, V4C Boston, MA 02210-1129.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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