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Investment Education and Financial Planning Seminars.
On-line access to Retirement Plans through

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Montgomery County
Employee Retirement Plans

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Retirement Savings Plan (RSP) Counseling

Fidelity Investments offers, One-On-One Investment/Financial Planning sessions and Investment Seminars to Retirement Savings Plan (401a) participants. Fidelity representatives are available to help participants understand financial issues, investments, and what impact market factors such as inflation, increases in interest rates, etc... may have on their portfolio.

Fidelity can guide you in planning for your financial needs and ensure you are prepared for the future by assisting you with your asset allocation decisions and helping you determine the most appropriate investments to meet your retirement planning needs.

Participants must be members of the Retirement Savings Plan to register for a one-hour session. If you have any questions please call 240-777-8228 to speak to Jason Su, the dedicated onsite consultant for MCERP. 

To signup for a RSP one-on-one session or an investment seminar please click on the links below: 

Please register at least one week prior to the date the session is offered.

Participants should bring their current account statement and the pin number they use to login to the Fidelity website with them to the session.