Retirement Income Services

Resources to help your employees as they transition to retirement

Making sure your employees feel prepared for the transition to retirement and providing them resources for life-long financial wellness are priorities for us.

That’s why we continue to invest in the retirement income services we offer. We’re dedicated to providing the resources and support your employees need to help them feel more secure in retirement. Learn more about our latest developments and the tools you may use to help your employees make informed decisions around retirement.

What’s New?

Financial Wellness Still Matters In Retirement
How strengthening financial wellness for retirees can help benefit employers

New Retirement Income Services Enhancements
Guaranteed Income Direct launches as well as new tools in NetBenefits

New Guaranteed Income Employee Education Toolkit
Communications to help introduce the topic of guaranteed income* to your employees

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Thought Leadership

Retirement Income Education For Employees

Designing DC Plans to Support Participants

Pre-retiree education toolkit

The Important of Guaranteed Income

Guaranteed income education toolkit

From Accumulation to Decumulation

Selecting a withdrawal strategy toolkit


NEW Getting Ready for Retirement Campaign Overview

Additional Resources

Retirement Income Services Enhancements

For plan sponsor and investment professional use only.

Annuity guarantees are subject to the claims-paying ability of the issuing insurance company.

Information provided is for informational and educational purposes only. To the extent any investment information in this material and its presentation is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client's investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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