Family members can open their own Fidelity savings, brokerage or IRA accounts and access of all the tools and resources offered by Fidelity. Take advantage of the “Plan & Learn” section — the go to hub for financial education and support.
Want to dive deeper? Fidelity offers live workshops monthly on practical topics to help your family get expert guidance and ask questions in real time. Topics include:
Learn more about automatic enrollment for new hires
Still have general 401(k) or investment questions?
Contact: Eric Drossner, Director of Retirement Services at The Haverford Trust Company
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