Tools And Resources
Explore these easy-to-use resources to help you assess your needs and determine next steps.
Saving
Contribution Maximizer
Meet your savings and retirement goals by maximizing contributions to your 401(k) Plan.
Try out this interactive tool to help you explore and optimize your 401(k) contributions.
Pre-Tax or Roth Contributions
Learn about the differences between pre-tax and Roth contributions.
Improve Your Budget
Learn ways to customize your budget and identify your financial wellness goals and spending and saving habits.
Company Match
Learn more about what a company match means and how it can help you reach your financial goals.
The Power of 1%
Increasing your contributions by 1% each year could mean a lot in retirement.
Employee Stock Purchase Plan (ESPP)
Buy NVIDIA shares at a discounted price to help diversify your savings.
Retirement Milestones
Whether you are just starting out or nearing retirement, use this roadmap to stay on track and maximize your savings.
Readiness Toolkit
Prepare for retirement with this comprehensive guide offering actionable steps and curated tools for every stage of your journey.
Income
The Fidelity Retirement ScoreSM
Get a snapshot of your retirement score just by answering these six quick questions.
Retirement Income Calculator
Explore ways to see how much money you could have every month, using a mix of predictable income and savings.
Financial Wellness Checkup
Get a checkup on how you feel about your finances and learn steps to help improve your financial situation.
Learn Investing Basics
Learn beginner information for investing.
Useful Forms and Documents
NetBenefits Registration Guide
Plan FAQs
Useful Forms and Plan Documents
QDRO Notices
Fidelity® BrokerageLink
Expand your investment choices beyond the Target Date Funds through BrokerageLink. If you consider yourself a hands-on investor, BrokerageLink may be a good fit.
- Why? It’s your retirement money and future.
- Is BrokerageLink right for me? If you’re an investor who is willing to take on the potential for more risk and you are prepared to assume responsibility for more closely monitoring this portion of your portfolio, it might be a good option for you.
- How do I use it? Open a separate brokerage account within the 401(k) Plan and choose your investments. Access, monitor, or change investments in BrokerageLink through 401k.com.
Next Steps
Retirement Planning Support
Speak to a Fidelity representative by phone at 800-890-4015 any time between 8:30 am and 8 pm ET, Monday through Friday, or schedule an appointment when it’s convenient for you.
Financial Concierge
Access Charles Schwab resources through the Financial Concierge, call 855-950-4590 to connect with experienced financial planners for quick, general advice.
For more personalized and in-depth guidance, you may also schedule an appointment with a financial planner, if preferred.