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Helping solve for employees’ complex needs …without losing sleep over fiduciary due diligence

Wed, Jan 23, 2019 2:02 PM EST{LOCAL_TZ}

Research shows employees’ financial situations are getting even more complex.* If you offer participant advice that includes managed accounts, you already know it can be a powerful way to help boost confidence. And, it comes with a fiduciary responsibility to select the right advisory service for your employees’ unique needs.

Whether you already offer an advisory service or are looking for strategies to support employees’ evolving needs, this webcast is for you.

Anthony Karamas with Fidelity Investments will share

  • Insights from the latest research on employee needs
  • How strong plan design can help get employees to the advice solutions they need
  • Practical tips for managing your fiduciary responsibility in selecting and monitoring providers

Also, visit our site to learn more about Fidelity’s advisory offering that can be available through any recordkeeper.


Anthony Karamas
 Senior Vice President
Fidelity Investments

Sponsored by:

*Fidelity Total Well-being Panel Survey of 145 clients, representing 9,315 retirement plan participants, conducted in April 2017. For plan sponsor use only. Approved for use in Advisor and 401(k) markets. Firm review may apply. Fidelity® Portfolio Advisory Service at Work is a service of Fidelity Personal and Workplace Advisors LLC, a registered investment adviser and a Fidelity Investments company. Discretionary portfolio management services provided by Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. This service provides advisory services for a fee. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 © 2018 FMR LLC. All Rights Reserved
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