Defined Benefit Plan Services - Fidelity Workplace Services


Fidelity's Defined Benefit Services can help you organize complex pension activities into a fully integrated solution. Our clients range from smaller companies bundling defined benefit administration, asset management, actuarial, and trust services to corporations with hundreds of thousands of participants fully offloading their administrative and participant servicing functions.

Plan Administration Services
Fidelity offers a full suite of services covering basic and specialized plan administration, including:

•	Recordkeeping and data management
•	Benefit calculations and retirement modeling
•	Full event processing
•	Compliance support
•	Participant services and communications
•	Disbursements and retiree administration

Employee Services
Your employees will have access to our comprehensive services including Fidelity's outstanding customer service and Web-based technologies. Highlights include:

•	Fidelity NetBenefits^SM Web site
•	Retirement planning and education materials and services
•	Dedicated retirement counseling and assistance
•	Detailed information about plan benefits and features

Actuarial and Consulting Services
Our highly experienced actuaries and retirement consultants can help you and your participants achieve optimal service from the plan by:

•	Assessing the effectiveness of your organization's plans
•	Managing plan risk from an actuarial viewpoint
•	Developing optimal financing and funding strategies

Data Consulting Services
Our specialized data consulting group focuses on helping you to:

•	Assess the quality of your plan and participant data
•	Develop a strategy for data cleanup and automation
•	Perform data cleanup, data automation, and historical benefit calculations

Fidelity DB Solution^SM
Fidelity DB Solution^SM is a bundled product that includes all the services necessary for successful defined benefit plan management, such as:

•	Asset/liability analysis and investment services
•	Plan administration services
•	Trust and custody services
•	Actuarial and consulting services

Investment Services
At Fidelity, we recognize that institutional investors have different goals, objectives, and time horizons for investing their assets. We offer actively managed and risk-controlled investment disciplines that cover all major asset classes. Within each of these disciplines, we feature a broad range of products for institutional investors.



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