Financial Well-being

The Hartford provides many resources to help you create a financial plan and work toward your goals.

Personalized Help with Your Financial Planning

There are numerous ways Fidelity can help you with your financial planning or wellness needs:

  • Set up a 30-minute telephonic appointment with a Fidelity Planning Consultant to discuss a single financial goal or need such as creating a budget, establishing an emergency fund, or saving for college or a new house. Call 1-877-902-0007 or click the Learn More link below to schedule an appointment online.

  • If you are interested in specific financial planning topics, access educational tools and resources to help you develop your personal financial goals and plan for the future in the Planning and Guidance Center located in the Plan and Learn tab on NetBenefits. You can also sign up to attend a live webinar or workshop.

  • At no cost to you, you can work one-on-one with a Workplace Financial Consultant who can help you tackle your overall financial picture such as creating a long-term plan for retirement. Register Now

  • Not sure what your financial goals are or where to start? Take the financial wellness checkup to get your financial wellness score and a personalized plan for improvement.

Edelman Financial Engines ISP/401(k) Investment Advice

Access investment planning tools and services to help you meet your retirement savings goals:

  • Find out how well you are tracking towards your retirement goals.
  • Review and evaluate your current risks, savings and investment strategies and your projected retirement income.
  • Receive guidance about specific action steps you can take to help improve your retirement plan results.

Edelman Financial Engines (EFE) offers:

  • Online Advice Tool: Provides investment advice for your 401(k)/Investment and Savings Plan account at no cost to you to help you build your investment strategy on your own. Learn More
  • Professional Management Service: Takes over management of your ISP account for you for a fee. Learn More
  • Call 1-800-601-5957 or watch this video to find out more.

Plan information and documents available on NetBenefits

For all your benefit questions: Contact Fidelity through the HR Service Center
Phone: 1-877-HR-AT-WORK
(1-877-472-8967)

Edelman Financial Engines
Phone: 1-800-601-5957
Web: EdelmanFinancialEngines.com
/forTheHartford