Build Your Financial Foundation
Learn the basics to guide you now (and later).
Resources
Complete seminar materials, plus next steps if you want to go deeper.
Quick Start
- Schedule a 1:1: Meet with Robert Perry, Director of Participant and Employer Services
- Download the slides: Seminar Presentation
- Review your RPB account: MyRPB for Participants
- Do a quick check-in: Visit Your Financial Wellness Dashboard
Fidelity Resources
- Plan Your Pay Activity Sheet
- Savings and Spending Checkup
- Student Debt Resource Hub
- Managing Your Debt Activity Sheet
- Debt Payoff Strategies (Snowball vs Avalanche)
- Check your credit Credit Score: Annual Credit Report | Creditkarma | Credit.com
- Contact one of the 3 credit bureaus to request a fraud alert or credit freeze (Equifax at 800-525-6285, Experian at 888-397-3742, or TransUnion at 800-680-7289)
- 8 Ways to Help Improve Your Credit Score
- Understand Credit Scores
- Power of Small Amounts
- Visit Your Financial Wellness Dashboard
RPB Resources
- MyRPB for Participants (personal account access)
- IRS Contribution Limits
- Contribution changes – talk to your employer and use this form
- Investment Choice Guide
- Pre-Tax vs. Roth (Post-Tax) Contributions
- Insurance Options Through RPB
- Plan Narrative
Talk to Us
- Call RPB Participant Services (contributions, investments, and more)
- Book a 1:1 with Robert Perry, Director of Participant and Employer Services
- Fidelity Coaches (habits, budgeting, debt, money routines)
- Fidelity Retirement Planners (retirement readiness)