Your advisor needs your
plan documents
Hi Sarah,
Your advisor, Michael Rivera from Beacon Wealth Advisors, needs you to upload your plan documents to accurately manage your retirement account.
Action required
Upload your documentsWhat to expect
You'll be guided step-by-step on where to find the documents in your Fidelity NetBenefits account and how to upload them.
These documents help your advisor understand your plan's investment options and fees, so they can provide accurate recommendations.
Questions? Reply to this email or contact us at support@pontera.com
Thank you,
Michael Rivera