Benefits Consulting
Realistic solutions and measurable results
A good return on your benefits investment requires the ability to control costs, ensure workforce effectiveness, motivate employees, and manage risk. Fidelity's Benefits Consulting can help provide the perspective you need to build and manage a leading benefits program.
As advisor to some of America's most respected employers, we can offer an unbiased view of your total benefits offering and help you find new opportunities for improvement. Call 866.418.5173 or contact us to get an objective assessment of your benefits program.
A unique perspective
Fidelity's consultants have exclusive access to information about the 15,000 companies and 22 million employees we serve (as of December 31, 2010).
With our unique perspective and experience, you can be confident in the solutions we propose.
A proven partnership
Fidelity Benefits Consulting is often part of a larger Fidelity relationship. Your Fidelity Representative can quickly bring us up to speed on your history, goals, and challenges — before we even meet.
A better potential for return on your investment
Fidelity can help keep your plans in a state of continuing improvement — and continuing affordability. What's more, our consulting approach helps you manage your plans as integral parts of a total compensation portfolio, driving value for you and participants.
An immediate, lasting impact
Fidelity's consultants are committed to helping you right now with your far-ranging benefits challenges. We can help you with a full range of employee and business needs:
- Total retirement strategy and design
- Asset/liability modeling
- Annual actuarial valuations
- Comprehensive compliance services
- Design and financing of nonqualified plans
- Strategic advice
- Financial analysis
- Plan design modeling
- Pricing and employee contribution settings
- Retiree health care solutions
- Administration of frozen plans
- Pension administration
- Health & Welfare administration
- Dependent audits
- Data assessment
- Data reconciliation
- Custom feeds and reporting
- Data cleanup and maintenance
- Data warehousing
- Behavior change strategy and design
- Marketing and engagement campaigns
- Targeted solutions for key audiences
- Total compensation statements
- Educational and decision-support tools
Recommendations with traction
Fidelity's consulting approach can provide a path to achieving your benefits goals. We'll complete a thorough analysis of where your benefits program stands today. Then we'll help you understand what your program may achieve. Finally, we'll deliver a complete solution package that includes an analysis of your objectives, strategic alternatives, and a comprehensive implementation plan. Learn more about our capabilities (PDF).
Call 866.418.5173 or contact us to find out how Fidelity's benefits consultants can help your firm.
* As of May 31, 2010.

