Retirement Savings Plan feature offers help with your investments

March 14, 2019
Let a team of experts create a portfolio that’s aligned with your unique financial situation and goals so you can feel more confident in your decisions.
man with finances

Not everyone has the time or expertise to develop a sound investment strategy, and some situations may be too complicated to handle alone. If you are enrolled in the Retirement Savings Plan of the Presbyterian Church (U.S.A.), you automatically have access to a service that can help through Fidelity Investments, the plan’s administrator.

Managed accounts — an optional, fee-based service available through Fidelity’s Personalized Planning & Advice — offers access to experienced professionals who will

  • help you build a plan designed to reach your retirement goals;
  • provide research, investment advice, and customized strategic management;
  • offer suggestions to keep you on track; and
  • discuss your needs, answer questions, and provide updates on your progress.

If you already participate in the Retirement Savings Plan, log in to your Fidelity account to learn more about professional investment management and support from Personalized Planning & Advice, or call Fidelity at 866-811-6041 to speak with a representative.

If you are not participating in the Retirement Savings Plan, talk with your employer about enrolling. If your employer doesn't offer the Retirement Savings Plan, ask them to contact the Board of Pensions at 800-773-7752 (800-PRESPLAN) for more information. All employees who work for a PC(USA)-affiliated employer are eligible to participate if their employer offers the plan.

Fidelity Personalized Planning & Advice at Work is a service of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC. Both are registered investment advisers and Fidelity Investments companies.