Total Benefits Outsourcing
Complete benefits programs with an industry-leading provider
Total Benefits Outsourcing (TBO) is Fidelity's offering of Retirement and Health & Welfare outsourcing. As part of TBO, we provide guidance to both you and your employees — to help you control costs and help them manage health expenses, retirement savings, and other important financial priorities.
Today, large organizations face rapidly evolving and complex regulatory environments in which they are managing their benefits plans. As an industry-leading provider, Fidelity is uniquely positioned to integrate all your benefits into a single program. Call 866.418.5173 or contact us to learn how TBO can help you build a more loyal and competitive workforce.
Integration that helps you optimize your performance and efficiency across the plans
Total Benefits Outsourcing centers on the following services: 401(k), Nonqualified, Defined Benefit, and Health & Welfare plans. Some plan sponsors also integrate personal investing, stock plans, and HSAs. Connecting your plans can help you simplify administration and manage risk. You also get one point of contact and a single source of information for your employees.
Fidelity has been helping clients deliver valuable benefits to their employees for over 25 years. Today we're serving more than 15,000 clients, including many of the largest, most complex companies in the world, and more than 22 million participants.1 We continually evolve our offerings to align with the changing needs of employers like you.
The resources you need to achieve efficient and simplified administration
For a comprehensive view of all your benefits, plan transactions, and reporting, you can access Fidelity Plan Sponsor WebStation® virtually 24/7. Fidelity's secure, reliable, and scalable technology enables you to access your information and data across all your benefits plans.
Guidance when your employees need it
We'll provide information and resources to help employees make better lifestyle choices and plan for all their financial goals. With one provider and a simpler experience, they will understand their benefits better and use them more effectively. Employees can call Fidelity, visit one of more than 150 Investor Centers, or visit our NetBenefits® Web site whenever they need help.
Call 866.418.5173 or contact us to discuss the advantages of Total Benefits Outsourcing.
1 Source: Actual plans and participants as of December 31, 2010.
Guidance provided by Fidelity is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.
Fidelity's Total Benefits Outsourcing is designed for larger organizations with at least 20,000 participants.
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