Explore your financial future and sign up for a free one-on-one consultation with a Workplace Financial Consultant from Fidelity. One-on-one consultations are intended for retirement planning guidance, such as comparing investment choices, developing a retirement income plan or consolidating multiple retirement accounts. 

For additional information about your retirement options, consider attending retirement seminars, which are offered multiple times a year.  

Scheduling a One-on-One

A one-on-one consultation provides guidance to help you maximize your retirement savings and plan for other financial goals. Fidelity Workplace Financial Consultants are licensed, seasoned financial professionals who are non-commissioned to ensure UM employees receive unbiased information. You can schedule online or call 1-800-328-6608.

Optimize Your Consultation

Whether your retirement is several years away or just around the corner, a consultation can be used to:  

  • Ask questions about saving for retirement and other financial goals 

  • Evaluate investment choices that meet your needs 

  • Create an action plan to get and stay on track for retirement 

  • Review retirement income options 

Fidelity Information

Fidelity is the administrator for the ¾Ã²ÝÈȾòÝÊÓƵ’s Voluntary Retirement Plans (VRPs). The VRPs include options to enroll in 403(b), 457(b) or 401(a) Supplemental Retirement Plans, depending on your eligibility.