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| With Fidelity DB Solution, all the elements of your defined benefit plan can work together for ultimate efficiency. By bundling Fidelity's experience and service, you can move your plan and your role to a more strategic level. All services are fully integrated and compatible with the rest of the Fidelity Workplace ServicesSM product family. And they're all coordinated through one point of contact, your Fidelity relationship manager. |
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| Investment Mangement: |
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Commingled pools |
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Fundamental bottom-up research approach |
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Highly skilled and seasoned investment management team |
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| Asset/Liability Analysis and Asset Allocation Consulting: |
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Integrated investment management and actuarial approaches |
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Proprietary asset/liability model |
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| Trust and Custody: |
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Information management and reporting |
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Accounting, valuation, and reconciliation |
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Performance measurement and analysis |
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Safekeeping of assets |
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Full trust and custody-related reporting |
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| Plan Administration Services: |
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Recordkeeping and data management |
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Benefit calculations and retirement modeling |
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Full event processing |
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Participant services and communications |
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Disbursements and retiree administration |
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Reporting and data access via Fidelity Plan Sponsor WebStation® |
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| Employee Services: |
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Participant and plan information plus retirement modeling tools via the Fidelity NetBenefitsSM Web site |
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Communications and educational materials |
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Retirement assistance via customer service representatives |
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| Actuarial Consulting: |
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Actuarial valuations and related financial analysis |
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Plan design consulting and implementation |
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Nondiscrimination testing, government forms, and related compliance services |
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Assistance with mergers and acquisitions |
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