Customer Service

By phone

Employer-Sponsored Workplace Savings Plans 401(k), 403(b), 457, Health Plans, Pension, and HR/Payroll
 Refer to the specific phone number and mailing address(es) provided by your employer for your plan or call 1-800-835-5095, Monday - Friday 8:30am-8:30pm (EST).

Interested in becoming a Fidelity customer?

  Call 800-FIDELITY.......................... 800-343-3548
Contact us to determine which retirement options would work best for you.

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  • I have a specific question about my workplace savings account. Where can I learn more?
    A great place to start is NetBenefits® — log in at www.netbenefits.com to find out about the features of your workplace savings plan.
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  • How can I take a loan or withdrawal from my workplace savings account? 

    This depends on your company's workplace savings plan and the type of loan or withdrawal you are requesting. If you are eligible for a loan or withdrawal under the terms of your plan, you may be able to request a transaction through NetBenefits or by calling Fidelity. 

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  • How much can I contribute to my workplace savings account this year? 

    The annual IRS dollar limit for elective deferral contributions is $17,500 for 2013. In following years, contribution limits may be periodically increased in $500 increments. If you will be 50 or older, you may contribute an additional $5,500 in catch-up contributions in 2013. Your employer-sponsored retirement plan(s) may have additional limits or restrictions. Some plans allow you to contribute on an after-tax  basis as well. To learn more about what type of contribution you can make log in to NetBenefits® Tools & Learning. 

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  • What is a company match?
    Some companies offer a "match" or "matching contribution” as an incentive for you to make your own contributions to  the company retirement plan. It means that the company will contribute a certain amount to your account for every dollar that you contribute, up to a certain limit. If your employer offers matching contributions to your plan, consider contributing at least enough to receive the match. Matching contributions are effectively like getting “free” money to save for your retirement. 
     

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  • What are the options for the money in my workplace savings account if I leave my employer?
    Most individuals have four options for the money in their workplace savings plan account when changing jobs: 

    • Stay invested in your current plan 
    • Roll over money to your new employer’s plan 
    • Roll over your plan savings to an IRA 
    • Take your distribution in cash 
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  • What are the tax implications and distribution options for taking a withdrawal from my workplace savings account?
    This depends on your company's workplace savings plan and the type of withdrawal you are requesting. To learn more about the tax implications and distribution options for taking a withdrawal, log in  to the Rollovers and Withdrawals section of NetBenefits® 

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