Get help with your money goals

At S&P Global, we’re committed to supporting your holistic wellbeing, including your financial wellness.

Financial wellness isn’t the same for everyone. For some, it’s having a rainy-day fund. For others, it’s sticking to a financial plan.

Regardless of how you define financial wellness, we have benefits and offerings that can help you achieve your vision. Our provider Fidelity offers support in a variety of ways – you can go to www.netbenefits.com for help anytime. Use these resources to help manage your full financial picture – from where you are today to what you can do to reach your goals for tomorrow. Netbenefits offers prioritized suggestions, helpful educational material, and the ability to take action. These complimentary resources are offered to you through Fidelity, the US 401(k) plan recordkeeper.

If you haven’t done so already, do a financial wellness checkup: https://netbenefits.com/financialwellness. Based on the information you provide, the tool will show you where you’re well positioned to achieve your goals and where you may want to focus. By selecting one of three action steps, you’ll be given more information on that topic, including resources and additional steps. By selecting “See More Opportunities,” you’ll find more suggestions to help you make adjustments.

You also have access to educational information on a variety of financial topics – from understanding the details of Social Security, to options to pay down student debt and house buying tips. You’ll find hundreds of resources on a host of topics and in a variety of formats. Read an article, watch a video, or scroll through an infographic.

Also available to you are free educational workshops about a variety of topics, including budgeting, investing, retirement, and more. During these interactive sessions, you can ask questions and learn strategies and tips to help you manage your financial goals with confidence. Fidelity can work with you one-on-one or in a group setting.

As you focus on your financial priorities, changes in life – both planned and unexpected – are unavoidable. And these changes often come with important financial decisions. Visit Life Events at www.netbenefits.com to find key steps, tools, and insight you need to help make appropriate decisions. Or, you can call 800-603-4015 to speak directly with a Fidelity representative. We hope you’re inspired to take your next – or first – step toward financial wellness.