Financial Education
No financial plan is one size fits all, which is why Pfizer offers options — so you can find the resources that work best for you.
- Work with a Fidelity consultant at no cost. Through the Total Rewards Guidance & Education Program, work with a planning consultant to develop and implement your financial plan based on your personal needs, all at no cost. To schedule a consultation, go to netbenefits.com, click on Plan and Learn, then select Learn, and Schedule an appointment. If you’re age 50 or older, you will automatically receive an email to schedule time with a Fidelity planning consultant.
- Speak with a financial coach through Operation HOPE at no cost. Receive unlimited one-on-one access to a Pfizer-dedicated financial coach to help you manage your finances effectively with support to improve your credit, review your budget, manage debt, and adopt healthy financial habits. Go to Fuse to learn more and connect with your coach today.
- Take a financial wellness checkup. Review your financial health with a financial “checkup”. Answer questions to see your financial wellness score in Budget, Debt Management, Savings, and Protection. Take the checkup at netbenefits.com/financialwellness.
- Assess your financial needs. Create a financial objective, such as saving for retirement or planning for college, and set an investment strategy to get there. Go to netbenefits.com and click Manage your plan to access tools and resources, including videos and articles.
- Maximize your Pfizer benefits. Go to netbenefits.com and click on the Pfizer Total Rewards to see the value of your personalized compensation and benefits.
- Learn on your own. Access financial wellbeing videos through Grokker through the Search feature.
- Receive a 30-minute free consultation. You and family members who live with you can receive 30 minutes of free financial counseling through Healthy Pfizer Living (use the company code, Pfizer).
- Access My Future Rewards through Pfizer’s Total Rewards Site. My Future Rewards is a custom tool which you can use to view your key retirement milestone dates for your eligible Pfizer plans, plus any Long-Term Incentive awards you may be holding. Use this tool to compare different estimated retirement dates to see how they impact the benefits you’d receive. Learn more about this tool on Fuse.
Ready to Retire?
A Retirement Benefit Coordinator (RBC) can help.
Connect with an RBC to learn about paperwork you’ll need to submit and important deadlines. Call Fidelity at the Pfizer Benefits Center at 1-877-208-0950. When you reach a representative, let them know your expected retirement date and ask to be assigned to an RBC.
Learn more about your retirement eligibility for different Pfizer plans.