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Please do not respond to this email. This mailbox is not monitored, and you will not receive a response.
This information is intended to be educational and is not tailored to the investment needs of any specific investor.
1You may receive this message if your stock holdings are more than plus or minus 10% off from what the age-based stock holding would suggest. Your current age and stock holdings are compared with Fidelity's equity glide path (i.e., a range of age-based
equity allocations that may be generally appropriate for many investors saving for retirement and planning to retire around ages 65 to 67.) Fidelity's equity glide path is reflective of the equity glide path of a typical target date mutual fund and is designed
to become more conservative (or to decrease) as investors approach retirement and beyond. The glide path allocations, as of
February 25, 2025, begin with 90% stock holdings within a retirement portfolio at age 25, continuing down to 19% stock holdings 10-19 years after retirement. Stocks are defined as domestic equity, international equity, company stock, and the stock portion
of blended investment options. In assessing your investment mix, this report considers only the percentage of stock holdings within the named workplace savings plan account and does not consider other investment types. The report does not take into consideration
stock or other investments you may hold in other workplace savings plan accounts or in other accounts you may hold with Fidelity or elsewhere. It also does not consider other factors, such as risk tolerance, that may affect your retirement mix decision. If
you have gone through an online planning experience and received a recommended target asset mix, this assessment may not apply to you. If your planned retirement age is outside the range of 55 to 75, that is +/- 10 years from the age 65, this assessment also
may not apply to you.
Diversification and asset allocation do not ensure a profit or guarantee against loss.
Target date funds are an asset mix of stocks, bonds, and other investments that automatically becomes more conservative as the fund approaches its target retirement date and beyond. Principal invested is not guaranteed.
Fidelity®
Personalized Planning & Advice at Work is a service of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC. Both are registered investment advisers, are Fidelity Investments companies, and may be referred to as "Fidelity," "we," or "our"
within. For more information, refer to the Terms and Conditions of the Program. When used herein, Fidelity Personalized Planning & Advice refers exclusively to Fidelity Personalized Planning & Advice at Work
This service provides advisory services for a fee, which will be paid from your account.
Effective March 31, 2025, Fidelity Personal and Workplace Advisers LLC (FPWA) will merge into Strategic Advisers LLC (Strategic Advisers). Any services provided by FPWA as described above will, as of March 31, 2025, be provided by Strategic Advisers. FPWA and
Strategic Advisers are Fidelity Investments companies.
The information in this email is intended solely for the attention and use of the named addressee. This message or any part thereof must not be disclosed, copied, distributed, or retained by any person without authorization of the addressee.
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