Your Onboarding Support

Key information to help you quickly get up to speed

We are glad you are here -- and truly committed to your success. Below are some highlights of the valuable resources at your disposal. We encourage you to explore the rest of the site as well, bookmark the PSW homepage, and visit often to connect with the latest insights and tools. And rest assured, you will always have the support of your Fidelity team behind you every step of the way.

Welcome Aboard

Hear from our Executive Vice President of Relationship Management, Margaret McKenna. She is excited to welcome you to your new role -- and to share with you some of the ways our team is dedicated to your success.

Executive Insights

Keeping your plan moving forward.

See how our Executive Insights analytics and benchmarking capabilities offer a view into your employees' plan participation behaviors – and can pinpoint specific opportunities to help drive better outcomes.

Plan for Life Financial Wellness

Creating and managing benefit programs that meet the needs of today's evolving workforce is challenging. We see it, too. See how we're Providing More Help to help you achieve the full potential of your benefits, and support your employees as they navigate a more complex world and take control of their full financial picture.

Communication and Education

Keeping your employees engaged and informed.

In addition to a comprehensive communication program, we also provide you with customizable resources to make reaching out to your employees easier.  Take a look at the education support and communication materials available to you. GO NOW >

Exploring Innovations

Keeping an eye towards the future. 

We are continuously focused on experimenting, researching and collaborating on new ideas to help people live better financial lives. You'll discover the latest products and enhancements from Fidelity. LOOK TO THE FUTURE >

My Plan Navigator

Keeping compliance in focus.

Through the plan administration compliance tool, we can simplify how you prioritize, organize and understand your plan administration tasks – and help keep your plan in compliance. VIEW TOOL >

For Plan Sponsor Use Only.

Fidelity Brokerage Services, LLC, Member NYSE, SIPC

900 Salem Street, Smithfield, RI 02917

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