Seeking Help with My 401(k) Advisor Options

ByAmara5

Summary of User’s Inquiry and Solutions:

  • Main Problem: The user is seeking to meet with an advisor to discuss their 401(k) plans through Fidelity but has found it difficult to schedule a meeting as 401(k) services do not seem to be included yet.
  • Solution Offered: Fidelity has a dedicated team called Workplace Planning & Advice that provides guidance on 401(k) plans.
  • Contact Information: The user can reach the Workplace Planning & Advice team at (800) 557-1900, available Monday through Friday from 8:30 a.m. to 9:00 p.m. ET.
Here’s the full thread
bee pollen collector
04/10/2023 at 16:45:16 PDT
I was wondering if there is a way to meet with an advisor to discuss 401k plans? My org uses Fidelity for our 401k plans. I have tried to schedule a meeting with an advisor but it seems like 401K is not included yet
FidelityJames
04/10/2023 at 17:14:29 PDT
Thank you for jumping into our Discord tonight! If you’re looking for guidance/advice regarding your 401(k), you’re in luck. We have a team called Workplace Planning & Advice at Fidelity, and they’re dedicated to doing just that. Associates are available Monday through Friday, 8:30 a.m.- 9:00 p.m. ET, and can be reached at this number, (800) 557-1900. We recommend giving them a call! 🟢

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