Total Retirement Outsourcing
Offer your employees a comprehensive retirement benefits program
Total Retirement Outsourcing (TRO) is Fidelity's full offering of retirement benefits and services. As part of TRO, we help you manage and promote retirement benefits to help raise overall awareness among your employees.
TRO makes it easier to help your employees stay on track to reach their future goals. As an industry-leading provider, Fidelity is uniquely positioned to integrate all your retirement benefits into a single program. Call 866.418.5173 or contact us to learn how TRO can help you build loyalty and distinguish your firm from the competition.
Integration that helps you optimize your performance and efficiency across the plans
Total Retirement Outsourcing centers on the following services: 401(k), 403(b), Defined Benefit, and Nonqualified 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 is the No. 1 provider of 401(k) retirement savings plans, and a leading provider of 403(b) and defined benefit retirement plans.1 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.2 We continually evolve our offerings to align with the changing needs of employers like you.
The resources you need to help 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
TRO allows you to give your employees more assistance along the way to help them meet their personal and financial goals. We can help them understand how different plans (e.g., their pensions, 401(k) plans, or nonqualified plans) impact each other.
We'll provide information and resources to help employees plan for all their financial goals. With one provider and a simpler experience, they can 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 benefits of Total Retirement Outsourcing.
1 Based on managed assets as of 12/31/2009 based on the PLANSPONSOR.com annual Defined Contribution Recordkeeping Survey.
2 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 Retirement Outsourcing is available to organizations with at least 15,000 participants.
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