Fidelity Retirement Planners

One-on-one guidance from a Fidelity Retirement Planner

As a benefit of your PBUCC Lifetime Retirement Income Plan, Fidelity Retirement Planners are available to help you create a financial plan that’s right for you.

Call via Pension Boards Members Services and ask to speak with a Fidelity Retirement Planner at 1.800.642.6543, option 4, from 8:00 a.m. to 9:00 p.m., Mon-Fri.

Fidelity Retirement Planners are specially trained, have a detailed knowledge of your PBUCC retirement savings plan, and can discuss a range of needs, including:

  • Enrolling in your plan and discussing an asset allocation that may be right for you.
  • Putting a plan in place that balances the needs of your life today with your needs in retirement.
  • Helping you understand how much you’ll need to retire, the steps you can take to get there, and what your income may look like in retirement.
  • Helping you balance multiple financial goals, such as paying for college, buying a home, or building an emergency fund.


Fidelity Holiday Schedule

  • Martin Luther King Jr. Day
  • Presidents' Day
  • Memorial Day
  • Juneteenth
  • Independence Day
  • Labor Day
  • Thanksgiving Day
  • Christmas Day