Our Ask Fidelity Team

As America's Retirement LeaderSM, we help thousands of customers with their retirement plans every day.* Ken Hevert and Sarah Walsh lead our Ask Fidelity Retirement Team, helping you to put Fidelity's expertise to work for you.

Ken Hevert

Ken Hevert

    Vice President, Personal and Small Business Retirement Products

Experience

  • Ken has spent the last 23 years helping investors with retirement and investment strategies through education and product development.
  • At Fidelity, he is focused on retirement income planning, annuities, IRAs, and overall retirement investing.
  • Ken can help with annuities, IRAs, and small-business retirement plans.
  • Ken is a Registered Securities Representative and Securities Sales Supervisor.
  • He is frequently quoted in USA Today, Forbes, Dow Jones, Reuters, SmartMoney, Kiplinger's, and CNNMoney.

Education

  • Babson College, Executive Development Program
    Marketing
  • University of Rhode Island
    B.A., Economics
Sarah Walsh

Sarah Walsh

    VICE PRESIDENT, RETIREMENT SOLUTIONS

Experience

  • Sarah has spent a decade helping investors understand their options for retirement savings.
  • At Fidelity, her work is focused on retirement account portability rules, IRAs, and 401(k)s.
  • Sarah can help with changing jobs and retirement life events, options for an old 401(k), how to move money into an IRA, and retirement plan withdrawals.
  • Sarah is a Registered Securities Representative and General Securities Principal.
  • She has been quoted in USA Today, Ladies Home Journal, CNBC.com, and Reuters.

Education

  • University of North Carolina at Chapel Hill,
    Kenan-Flagler Business School MBA, Marketing
  • Colby College
    B.A., Economics

Want one-on-one help?

800-343-3548

*Based on two surveys: The PLANSPONSOR magazine 2013 Recordkeeping Survey (© Asset International, Inc.), based on defined-contribution plan assets administered and number of participants of recordkeepers, as of 12/31/2012; and Cerulli Associates' The Cerulli Edge® - Retirement Edition, third-quarter 2013, based on an industry survey of firms reporting total IRA assets administered for Q2 2013.

Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author, as applicable, and not necessarily those of Fidelity Investments.

Guidance provided by Fidelity is educational in nature, is not individualized and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.

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