Plan for Life

Helping all employees live well financially, now and into retirement.

A key part of Fidelity's offering, Plan for Life, helps employees' build confidence, gain control of today's financial challenges, and improve their financial outlook for tomorrow.

This simple and personalized experience delivers guidance across the broadest spectrum of needs to help all employees – even as their situation and goals evolve.

It is driven by our 3-D personalization engine, where their help is based on:

  • WHO they are
  • HOW they're performing in the plan
  • WHAT they're currently doing to engage with us

Our 3-D approach allows us to focus on what's most important to them today, so we can engage them in a more meaningful way about their needs and next best action.

Committed to innovation, we invest in both high-tech and high-touch channels to deliver consistent guidance across all platforms, so if employees switch from one to the other, we can meet them at every stop along their personal journey.

We’re confident we can help you enhance employee engagement with your benefits and achieve better outcomes for your plan, because it’s our culture never to be satisfied with yesterday’s results.

Start building a more loyal and competitive workforce today.

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