Wise Information for Healthcare Employees



Content from Our Wise Sponsor Fidelity Investments

A life well lived deserves a retirement well planned.

While your role calls for you to spend your time assisting others, too often there isn’t enough time to think about your own future. That’s why we’re here for you.

Retirement starts with a vision, and comes to life with a plan. And building that plan with Fidelity can help you feel more confident about tomorrow.

Building a plan for your future

It doesn’t matter what shape your current plan is in — or if you even have a plan — we can help you plan for your someday by breaking the process down into manageable steps. Not only will we be there to help answer your questions, we’ll also take the time to get to know you – and your goals. By meeting with one of our representatives one-on-one, you’ll be able to tap into the education, resources, and support that only a trusted partner can provide.

In addition, we’ll work with you to build a retirement income plan that can help you determine how to spend your hard-earned savings in retirement. Then we’ll meet with you annually to adjust your plan as your situation or needs shift with time.

Why Fidelity?

At Fidelity:

  • We manage retirement plans for more not-for-profit employees than any other provider,1 so we have the experience and understanding that allows us to realize everyone’s needs are different.
  • Our planning tools and learning resources can help increase your financial knowledge.
  • Our representatives are friendly, informed, and experienced financial professionals.

Since your workplace plan is just part of the equation, we’ll work together to review your current financial situation, and understand your priorities and goals for the future. This will help us develop a plan that might be right for you today, while being flexible enough to adjust to your situation over time.

Take advantage of our free help

Your experience is always unique to your personal needs. You’ll find our skills and service the same whether in person or over the phone, and, of course, your discussions are completely confidential. 

Plus, consultation with a Fidelity Representative is a free benefit offered through your employer. To set up a time to talk about your retirement plan today, visit fidelity.com/planfortomorrow.

Investing involves risk, including risk of loss.

1LIMRA (Life Insurance Marketing and Research Association) Not-for-Profit Survey, Q3 2015 results.
Fidelity Brokerage Services LLC, Member NYSE, SIPC. © 2017 FMR LLC. All rights reserved. 804593.3.0
Based on two surveys: The PLANSPONSOR magazine 2017 Recordkeeping Survey (© Asset International Inc.), based on defined contribution plan assets administered and number of participants of recordkeepers, as of 12/31/2016; and Cerulli Associates' The Cerulli Edge®—Retirement Edition, Q1 2017, based on an industry survey of firms reporting total IRA assets administered for Q4 2016.