Beware unsolicited offers of financial planning and advice

The Fermilab Benefits Office reminds our colleagues to exercise caution when responding to any unsolicited offers of financial services or advice. The laboratory contracts with Fidelity Investments as the sole provider of employee retirement planning and investment guidance.  Fidelity consultants are available by phone, or for onsite one-on-one consultations, which may be scheduled by calling Fidelity at  800-642-7131 or online at netbenefits.fidelity.com.

From time to time, other companies solicit Fermilab employees directly at work, offering investment advice or other financial services. Although they may suggest onsite appointments or imply that they are authorized by the laboratory to offer their services, these companies have not been evaluated by nor are they endorsed by the laboratory.