Fidelity® NetBenefits Smartphone App Delivers Employees Convenient Access To Their Benefits And Retirement Savings

New mobile experience provides a look into Fidelity workplace and personal accounts to drive deeper employee engagement

BOSTON, – Fidelity Investments® today announced the introduction of its NetBenefits® Smartphone Application (app), which provides users a view of their workplace plan managed by Fidelity through a convenient, easy-to-access location – their mobile device. The app is available to Fidelity’s 15.8 million workplace participants as a part of the company’s overall participant experience, Plan for Life.

“Keeping employees engaged and on track with their retirement and financial goals is key to helping them achieve better outcomes,” said Charles Berman, senior vice president of digital platforms at Fidelity Investments. “As more Americans use mobile devices to manage their daily lives, plan sponsors can now more easily help individuals stay engaged and be informed – all at the tap of their smartphone.”

Available across various platforms – including iPhone® and iPod touch® devices, Android™ phones, and Safari® and Google Chrome™ browsers – the app enables users to visualize and access their latest NetBenefits accounts and benefits information via their mobile phones.

After a secure login process, the app then provides a summary view of all Fidelity-serviced accounts, including workplace savings, personal investment, and health and insurance. Upon tapping into their defined contribution account, participants can check their balances, see personal rate of return, and track investments.

In addition, participants can assess their personal investing accounts held with Fidelity, such as retirement and non-retirement brokerage accounts, health savings accounts (HSAs), and 529 College Saving Plans, among others. They can also view plan summaries and vesting balances of their stock plan services accounts, as well as get a thorough assessment of their medical, dental, and vision health and insurance plans.

For live assistance and help from wherever they may be, participants can call their plan’s toll free phone number through the app’s functionality.

“Whether checking up on their retirement balance or reviewing fund performance, mobile technology is benefiting individuals by granting them access to information they need, when they need it,” said Berman. “It’s easier now more than ever for employees to know at-a-glance how their accounts and savings are performing. This engagement is important as they plan for retirement and all that life entails. ”

Demand for mobile technologies on the rise
According to LIMRA’s 2012 Emerging Technologies Top Trends report, nearly nine in 10 insurance and financial services industry experts project that mobile technologies will have a considerable or extreme impact on the industry over the next five yearsi. As a result, providing employers with mobile solutions can help their employees not only better plan for retirement, but also empower them with information to make educated decisions regarding their personal finances.

In addition to offering the mobile app, Plan for Life – which provides educational guidance interactions – also includes access to dedicated telephone representatives focused on supporting workplace participants, innovative online resources, Fidelity’s NetBenefits portal, smartphone apps, communications programs, and onsite, on-demand and web-based workshops.

For members of the media who wish to download the NetBenefits Smartphone App to access their Fidelity accounts, please scan the QR code below into your mobile device.


About Fidelity Investments
Fidelity Investments is one of the world’s largest providers of financial services, with assets under administration of $4.2 trillion, including managed assets of $1.8 trillion, as of April 30, 2013. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

 i Access Anytime, Anywhere: 2012 Emerging Technologies Top Trends, LIMRA, 2012.

The NetBenefits® Smartphone App is available to individuals whose employer’s workplace benefits are administered by Fidelity Investments. Please note that the App is currently not available for use with Fidelity-administered HR/Payroll plans.

The NetBenefits® Smartphone App functionality includes transactions for Stock Plans; all other functionality is limited to viewing account balances, history, positions, year-to-date performance, and benefits information.

iPhone®, iPod touch®, and Safari® are registered trademarks of Apple, Inc.

Android™ and Google Chrome™ are trademarks of Google, Inc.

Fidelity Brokerage Services LLC, Member NYSE, SIPC
900 Salem Street, Smithfield, RI 02917

Fidelity Investments Institutional Services Company, Inc.
500 Salem St., Smithfield, RI 02917

650580.1.0
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