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Use Fidelity’s Planning & Guidance Center and Earn Call to Health Points

​5/30/2017

If you are an active member of the Medical Plan, you can earn Call to Health points when you use Fidelity’s Planning & Guidance Center by July 2.* The Planning & Guidance Center is an online tool from Fidelity Investments, the record keeper for the Retirement Savings Plan of the Presbyterian Church (U.S.A.), that can help you set goals and better understand your complete financial picture. By answering just a few questions, you’ll be able to

  • estimate how much income you may have — or need — in retirement;
  • receive guidance to help you get or stay on track; and
  • create a retirement plan in minutes.

You can download your personalized report, make changes, and even speak with a Fidelity Planning and Guidance Consultant for additional assistance.

To Access the Planning & Guidance Center

Log on to NetBenefits (fidelity.com/atwork) and select Planning at the top of the page; then click Plan for Retirement to access the Planning & Guidance Center.

To Earn Call to Health Points

Log on to calltohealth.org, look for the Visit Fidelity’s Planning & Guidance Center tile, and join the challenge. Report that you’ve completed it by July 2 to get your points!

Learn More about the RSP

To learn more about the RSP, see Why participate in the Retirement Savings Plan of the Presbyterian Church (U.S.A.)? If you still have questions, call Fidelity at 800-343-0860 (mention plan #57887) or the Board of Pensions at 800-773-7752 (800-PRESPLAN) and speak with a service representative.

*Call to Health is available to active Medical Plan members and spouses covered through the Highmark PPO or EPO. Call to Health is not available to members or spouses enrolled in Triple-S, GeoBlue, or the Medicare Supplement Plan.