UC offering face-to-face financial planning consultation
April 2, 2013 •
In our high-tech world, who says the era of meeting face-to-face is over?
At UC, you can sit down one-on-one with a Fidelity Workplace Planning and Guidance Consultant to review your plan for saving for retirement and your other financial goals — when and where it’s convenient for you. It’s a service of the UC Retirement Savings Program, and it’s available to you at no additional cost.
UC is offering face-to-face planning consultations at campus locations including UCOP.
“Employees are increasingly facing competing financial priorities,” says Michael Baptista, executive director, Benefits Programs and Strategies in systemwide Human Resources. “That’s why we are making Fidelity’s Workplace Planning and Guidance Consultants available for one-on-one meetings. With this service, UC can help employees simplify the decision-making process.”
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 a recent study by The Principal Financial Group, 92 percent of retirement savings plan participants who attended a one-on-one meeting in 2011 agreed to take a positive action; 80 percent completed the action.
Although consultations are one-on-one, guidance provided by Fidelity is educational in nature and is not intended to serve as the primary or sole basis of a participant’s investment or tax-planning decision.
Scheduling your planning consultation is easy. Here’s how:
- Go to getguidance.fidelity.com/universityofcalifornia.
- Select One-on-One Consultations.
- Click the link for University of California and choose your location from the drop-down list.
If you prefer to schedule by phone, just call 1-800-558-9182.
