Fidelity Advisory Service Discussed for Plan Participants | University Of Wi Hospitals & Clinics Authority | FIDELITY PERSONAL & WORKPLACE ADVISORS LLC

Fidelity Advisory Service Discussed for Plan Participants

Fidelity Personal and Workplace Advisors LLC provides the Personalized Planning & Advice at Work advisory service to eligible UWMF retirement-plan participants. The September 17, 2026 presentation discussed the ongoing service, but did not state a separate contract amount or term.

Document date · September 17, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

AgendaPacket

Source document

UWMF Retirement Plan Committee AgendaPacket Retirement Plan Meeting 2026-09-17

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by University Of Wi Hospitals & Clinics Authority?

Fidelity Personal & Workplace Advisors Llc was awarded this financial services contract by University Of Wi Hospitals & Clinics Authority, as recorded on September 17, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in UWMF Retirement Plan Committee AgendaPacket Retirement Plan Meeting 2026-09-17 (AgendaPacket), dated September 17, 2026 from University Of Wi Hospitals & Clinics Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fidelity Personal & Workplace Advisors Llc hold?

Fidelity Personal & Workplace Advisors Llc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Fidelity Personal & Workplace Advisors Llc's profile

What is University Of Wi Hospitals & Clinics Authority currently buying?

Explore University Of Wi Hospitals & Clinics Authority's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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