Defined Contribution Plan Menu Solutions

Seek to improve outcomes and plan performance for your clients and their participants

Build an Optimal Plan Menu

Your clients need low-cost solutions that meet a high fiduciary standard. Use Fidelity's analytical tools, insights, and products to build efficient plan menus that may help participants reach their retirement goals.

A Personalized Experience Is One Step Away

It's easy to access premium content and a personalized experience. Registered investment professionals (IPs) have full access to our IP-only content, features, and tools.

Get Access

Core Access Includes:

  • Manage Preferences
  • Favorites
  • Focus List
  • Premium Content

Pro Access Includes:

  • Pro-Only Content
  • Run Hypotheticals
  • Events
  • Order Literature
  • Portfolio Quick Check

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Contact Us

Our Fidelity representatives are available to help you address new and existing client needs. In working with you, the team can assist with portfolio analysis, positioning of portfolio managers, investing strategies, and client meeting preparation.

View Your Fidelity Team

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