Fidelity Adds Social Security Web Content

Fidelity introduced a series of new educational resources to help Americans better understand their Social Security options, and how it can impact their retirement income.

According to a Fidelity news release, the new Web site content includes:

  • simplified information on Social Security benefit decisions and examples illustrating how key factors, such as age, can impact Social Security payment amounts;
  • a printable table showing common strategies to consider when deciding when to take benefits;
  • resources to help create a retirement income plan, including a Social Security payment estimate, using Fidelity’s Retirement Income Planner tool;
  • a customer brochure with Social Security-related information including the five key steps to becoming Social Security-ready, and four critical factors to consider before they make a final decision;
  • new informational materials that outline the benefits of creating a retirement income plan, as well as how to get started;
  • a new educational audio program on Fidelity.com with information from the Social Security Administration to help people better understand the program and the options available regarding when to receive benefits;
  • local seminars, held in conjunction with the Social Security Administration, in Fidelity Investor Centers nationwide to help individuals better understand their Social Security options.


More information is available at www.fidelity.com/socialsecurity.

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KLD, FTSE Unveil ESG Index Suite

KLD Research&Analytics, Inc.â€″a provider of environmental, social, and governance (ESG) research and indexesâ€″and global index provider FTSE have partnered to offer a suite of ESG indexes.

A news release said FTSE will collaborate with KLD on the conception, design, and worldwide marketing of co-branded ESG indexes.

“Our partnership with FTSE is a milestone for the practice of SRI and ESG investment worldwide,” said Peter D. Kinder, president of KLD, in the relese. “FTSE’s global reach and expertise will enable more investors and managers to integrate KLD’s indexes into their strategies—both as benchmarks and as the basis for investment products.”


More information is available at www.kld.com/indexes.

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