Benefits Consulting Services

Created for organizations looking for customized plan solutions
Benefit Consulting Services

Uncover the clear path to achieving your benefits goals. With Fidelity's Benefits Consulting Services, you’ll receive a thorough analysis of where your benefits program stands today and the potential for what your program may achieve. You’ll get a complete solution package that includes an analysis of your objectives, strategic alternatives, and a comprehensive implementation plan.

Fidelity’s Benefits Consulting Solutions Can Help You:

Objectivity From a Source You Trust

Manage your benefits program as an integrated component of a total compensation portfolio, driving value for you and your participants.

  • Collaborate with a consulting team that is up to speed on your culture, goals, and challenges.
  • Keep your plans competitive, effective and affordable.
  • Be confident in your solutions – with exclusive access to information about the thousands of companies and millions of employees we serve, we have the unique perspective and experience you need.
  • Create an immediate and lasting impact with support from consultants committed to helping you with a full range of employee and business needs.

Administration Solutions

  • Administration of frozen plans
  • Pension administration
  • Health & Welfare administration
  • Dependent audits


  • Behavior change communication strategy
  • Wellness program communication and measurement
  • Marketing and engagement campaigns
  • Targeted and personalized communications for key audiences
  • Total rewards statements
  • Educational and decision-support tools

Data Consulting

  • Data assessment
  • Data reconciliation
  • Custom feeds and reporting
  • Data cleanup and maintenance
  • Data warehousing

Global Benefits Consulting

  • Global benefits governance
  • Global DC governance
  • Global retirement
  • International healthcare
  • Global wellness strategy

Health & Welfare

  • Strategic advice
  • Vendor evaluation, procurement and management
  • Claims and health risk analysis
  • Wellbeing program development, including the use of incentives
  • Plan design modeling
  • Pricing and employee contribution settings
  • Retiree health care solutions


  • Total retirement strategy and design
  • Asset/liability modeling
  • Annual actuarial valuations
  • Comprehensive compliance services
  • Design and financing of nonqualified plans

Start building a more loyal and competitive workforce today.

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