Benefit Connections    FAQ
What is Fidelity’s Personalized Planning & Advice (also referred to as “managed accounts)?

  • A managed accounts service helps you stay on track for retirement and maintain an investment mix designed around you. A team of investment professionals manages your ongoing investments, making adjustments along the way as your goals and situation change.
  • Fidelity’s Personalized Planning & Advice service provides advisory services for a fee, paid directly from your 401(k) Plan account.