Meet new Fidelity financial consultant
IU Human Resources and Fidelity are introducing Indiana University’s new dedicated Fidelity workplace financial consultant, Ben Apraez.
An investment advisor representative and licensed insurance representative, Apraez holds Bachelor of Science degrees in finance and economics from the State University of New York at Brockport and a Master of Science in finance from Golden Gate University.
IU’s dedicated consultants, Apraez and Lori Matthews, are available to meet one-on-one with IU employees and retirement plan participants to discuss investing, retirement plan options, contributions, retirement income planning and more. Employees can meet with a consultant as many times as needed during the year at no cost.
To schedule a one-on-one, visit Fidelity’s appointment scheduling tool and select the appointment type (phone or virtual) to see Apraez’s and Matthews’ upcoming availability. You can also choose a date using the calendar icon to view appointments further out.
Appointments can also be scheduled by calling 800-642-7131.