Fidelity Investments has rolled out a smartphone application for NetBenefits 401(k) plan participants. NetBenefits provides online access to retirement account information.
“As more Americans use mobile devices to manage their daily lives, plan sponsors can now more easily help individuals stay engaged and be informed – all at the tap of their smartphone,” said said Charles Berman, senior vice president of digital platforms at Fidelity Investments.
Available across various platforms – including iPhone and iPod touch devices, Android phones, and Safari and Google Chrome browsers – the app enables users to visualize and access their latest NetBenefits accounts and benefits information via their mobile phones.
After a secure login process, the app then provides a summary view of all Fidelity-serviced accounts, including workplace savings, personal investment, and health and insurance. Upon tapping into their defined contribution account, participants can check their balances, see personal rate of return, and track investments.
In addition, participants can assess their personal investing accounts held with Fidelity, such as retirement and non-retirement brokerage accounts, health savings accounts (HSAs), and 529 College Saving Plans, among others. They can also view plan summaries and vesting balances of their stock plan services accounts, as well as get a thorough assessment of their medical, dental, and vision health and insurance plans.