Benefits
LIFE CHANGING BENEFITS.
THAT GO BEYOND JUST CHANGING LIVES.
Fidelity empowers employees with flexible benefits that evolve to meet changing needs throughout your career.
FEATURED BENEFITS
WORK/LIFE PROGRAMS
THAT WORK FOR YOUR LIFE.
The complexities of modern life continue to evolve along with the work we do each day, so Fidelity offers programs tailored to the ever-changing needs of our associates to empower them to live their best lives at work and at home.
Adoption assistance
Backup dependent care
Commuter benefit program
Dependent care flexible spending (FSA)
Mental health resources
Discount programs for employees
Fidelity Charitable® employee match program
Legal services plan
Maternity & parental leave
On-site health & wellness centers
Educational assistance
Wellness coaching
RETIREMENT
Retirement planning is central to our business, so we provide the very best for our employees’ retirement goals.
- 401(k): pre-tax and/or Roth
- Catch-up contributions (50 years of age or older)
- Company-matching contributions*
- Profit Sharing contributions**
- Retiree Health Reimbursement Plan** with annual credits* that can be used to pay for eligible medical expenses in retirement
HEALTH & INSURANCE
Doing all we can to make a positive impact on the lives of our employees, ensuring they can stay healthy and happy with:
- Medical coverage
- Dental & Vision coverage
- Disability insurance
- Life insurance
- Prescription drug coverage
- HSA & FSA flexible spending accounts
- Pet insurance
- Fitness reimbursement programs
- Tobacco-cessation programs
- Group auto & homeowner’s insurance
- Group personal excess liability insurance
BY THE NUMBERS
TRAINING & DEVELOPMENT SO YOU CAN CONTINUE TO GROW.
Constant learning and clear opportunities for career growth are ingrained in how we work. With mentors and management committed to your success, you can build the career you’ve always imagined, or discover something entirely new.
- Classroom & online courses
- Video-based training for technology, leadership, management & more
- Access to thousands of relevant business books with summarized content
- Rotational programs for exposure to new areas of our business
- An open atmosphere of knowledge sharing and collaboration
* Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.
** Omaha Virtual Regional Center and Albuquerque-based regular employees, excluding individuals employed at a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.
*** 10% profit sharing provided to those eligible in 2022.
† The Fidelity contribution is up to a lifetime maximum of $7,500 for associates scheduled to work between 20 and 29 hours.
‡ All full-time, regular, 30+ hour associates with a minimum of 90 days of service, status “active” or “paid leave,” and a successful performance rating within Personal Investing (PI) or Workplace Investing (WI) customer service representative role in salary grade 1-3 listed here are eligible.
Disclaimer
This site contains general information regarding certain benefit plans offered by Fidelity Investments and its affiliated companies (“Fidelity” or “the Company”). The benefits described on this page are available only to eligible employees, as defined by the plans, of certain Fidelity companies.
The language used on this page is not intended to create, nor is it to be construed to create, a contract between Fidelity and any one of its employees or former employees. In the event that the information on this page conflicts with or is inconsistent with the provisions of the plan documents, the provisions of the applicable plan and/or any related insurance contract are controlling and will govern.
Enrollment in Fidelity’s benefit plans is subject to the terms and conditions of the plans, including any eligibility requirements. Fidelity Investments reserves the right to change, suspend, modify, or terminate these plans in whole or in part at any time.
