Resources
Seminar materials and other helpful resources, plus next steps to go deeper.
Quick Start
- Prepare with our Year Before Retirement Checklist
- Schedule a 1:1: Meet with Robert Perry, Director of Participant and Employer Services
- Download the slides: Seminar Presentation
- Learn from others: Reflections from Recent Retirees
- Do a quick check-in: Visit Your Financial Wellness Dashboard (Login required)
Fidelity Resources
Income, Spending, and Saving
Healthcare
Estate Planning
- Fidelity Estate Planner tool (including an attorney database)
- Estate Planning Checklist (Login required)
- Fidsafe (Fidelity's secure document storage tool)
RPB Resources
- Withdrawals in Retirement
- Required Minimum Distributions
- Rabbi Trust Distribution Rules
- IRS Contribution Limits
- Contribution changes (Talk to your employer and use this sample form)
- Investment Choice Guide
Talk to Us
- RPB Participant Services (RPB plan withdrawals, investments, and more)
- Fidelity Coaches (everyday money guidance)
- Fidelity Retirement Planners (retirement investment advice and readiness)